Estate Executor Tracker provides state-specific court forms, deadlines, and filing instructions. Select your state so we can show you exactly how it works.
States marked ✓ Available are fully supported with state-specific forms and deadlines.
Estate Executor Tracker sits between your existing case management tools and your executors, giving your firm a shared, 13‑step status tracker for every probate matter.
A secure, organized workflow for probate attorneys and their executors — from the first death certificate to final accounting and case close. Three screens. Zero passwords for executors. One source of truth for your firm.
Your executor receives a secure magic link by email — no account or password needed. They see a plain checklist of every document required to close the estate. Each step shows its current status and an Upload button. Progress saves automatically with every upload.
Executor: Sarah Smith
State: North Carolina
When an executor taps a step, they see a focused upload screen for that step only. Accepted formats: PDF, JPG, PNG — up to 25MB. After upload, the attorney is notified automatically by email with a direct link back to the case.
Step 2 of 13
Your firm sees every case in one place. Review submitted documents, mark steps Reviewed or Rejected, set the Date of Qualification to activate the Step 11 deadline tracker, add internal notes, and export the full case bundle as a PDF — all from one screen.
Decedent: John Smith
Executor: Sarah Smith
State: North Carolina | Status: Open | Created: Dec 15, 2025
Date of Qualification: 01/03/2026
| Step | Status | Last Updated | Document | Action |
|---|---|---|---|---|
| 1. Certified Death Certificate(s) Obtained | Submitted | Jan 14, 2026 | View PDF | |
| 2. Original Will Located | Reviewed | Jan 12, 2026 | View PDF | |
| 3. Probate Case Filed with Court | Rejected | Jan 18, 2026 | View PDF | Executor notified to re-upload |
| 4. Letters Testamentary Issued | Not Started | — | — | — |
| Steps 5–10 follow the same pattern as Step 4 | ||||
| 11. Inventory of Assets Completed AOC-E-505 — FMV as of Date of Death required Soft deadline: Mar 24, 2026 |
Not Started | — | — | — |
| 13. Final Accounting Prepared (AOC-E-506 / AOC-E-507) | Not Started | — | — | — |
Enter your work email to receive a secure login link — no password required.
Get Started →Estate Executor Tracker currently supports North Carolina, Texas, and Florida with state-specific court forms and deadlines. We're expanding to soon.
Join the waitlist and we'll email you when launches — with the exact forms, deadlines, and filing requirements your executors need.