Asset inventory
A live view from discovery through disposition.
- Ownership and value
- Collection status
- Appraisal source
- Disposition and proceeds
Backed by Y CombinatorRelaw for Estate Administration
Relaw for
Estate Administration
The LegalOS for estate administration. Assets, claims, beneficiaries, receipts, communications, and closing work develop from one fiduciary operating record.
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Your templates · White-glove onboarding · 14-day trial
Sample matter·Firm-owned templates
Estate of Robert HaleEstate administration
Generate Documents
5 of 5 ready
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Your templates · White-glove onboarding · 14-day trial
90%+
time savings
14-day
free trial
White-glove
workspace configuration
Designed workspace
How Relaw runs estate administration matters.
Common work product
Inventory · Notice to Creditors · Waiver of Citation · Final Accounting · Distribution Receipt
Examples only. Relaw generates from the firm's own configured Word and PDF templates; no legal forms are bundled.
- 01
The inventory is the matter.
Assets, collection status, and values stay structured. Notices and receipts pull from the same list you are already keeping.
- 02
Beneficiaries do not get retyped.
Who is entitled to notice and who signs a receipt is on the file. The next document uses those names.
- 03
Quiet files still get worked.
Creditor periods and missing titles stall administrations. Automations draft the next notice or chase. You confirm before it leaves.
The single-pane practice
Make the administration itself the matter record.
Assets, claims, receipts, expenses, beneficiary communications, tax coordination, and distribution decisions should not develop competing versions across spreadsheets and folders. Relaw keeps the fiduciary operating record connected to the work.
Work that used to live apart
Asset spreadsheets
Collection, value, disposition, and proof
Claim logs
Notice, response, payment, and release status
Beneficiary lists
Shares, updates, distributions, and receipts
Status email
Executor, CPA, advisor, and beneficiary context
Closing checklists
Open work from collection through discharge
→
Your sole workspace
Relaw for Estate Administration
Matter record
Email
Calendar
Documents
Meetings
Workflow
Work the matter without opening a separate inbox, calendar, meeting-notes app, template tool, or task board.
Authoritative specialist systems can remain underneath
- Estate bank portals
- Fiduciary accounting
- Tax preparation
- Court e-filing
The matter lifecycle
Run the whole estate administration matter here.
The record compounds as the matter moves. Facts, files, decisions, communications, and follow-through do not reset at every stage.
- 01
Control
Establish the fiduciary operating record.
Onboard the fiduciary, secure property, establish accounts and controls, and define responsibilities.
In Relaw: Instructions, meetings, files, and assigned work stay on one matter.
- 02
Marshal
Know what is collected and what is not.
Discover, classify, value, collect, and manage assets while tracking missing titles and external institutions.
In Relaw: Every asset carries its status and supporting source documents.
- 03
Resolve
Connect claims, tax work, and beneficiary communication.
Manage expenses, claims, liquidity, appraisals, tax handoffs, and reserves.
In Relaw: The team sees what blocks the next distribution or filing.
- 04
Distribute
Close from the same record you maintained.
Prepare accounting support, approvals, releases, distributions, and closing work.
In Relaw: Firm documents and updates use the current beneficiary and asset record.
The matter record
Structure the facts the work keeps reusing.
Estate Administration work is not a folder of files. It is a changing set of people, dates, decisions, evidence, and obligations that every later draft depends on.
Claims & cash
The operational facts behind settlement of the estate.
- Claims and priority
- Receipts and expenses
- Reserves
- Supporting records
Beneficiaries & distributions
Entitlement, communication, and completion.
- Governing share
- Interim distributions
- Final distribution
- Receipt and release
Matter-grounded AI
Ask the matter. Not a blank chat.
Intake, vault files, meetings, drafts, email, and matter activity are already in context. Relaw can prepare the next piece of work; the legal team reviews what happens next.
Executor briefing
01Ask Relaw
“What remains uncollected, unvalued, or incorrectly titled—and who owns each next step?”
What you get
A current operating brief from the asset record.
Beneficiary update
02Ask Relaw
“Draft a status update explaining completed work, current blockers, and what must happen before distribution.”
What you get
A consistent update grounded in the matter.
Closing readiness
03Ask Relaw
“Review the file for open claims, missing receipts, tax handoffs, unresolved reserves, and unsigned releases.”
What you get
An attorney-reviewable closing checklist.
FAQ
Direct answers.
What Relaw is, what it is not, and what clients see.
Yes. Relaw ships a standard estate administration workspace: decedent and executor facts, beneficiary lists, inventories, and document generation from the firm's templates.
See Relaw for estate administration.
White-glove setup for inventories, notices, and distribution templates.
Request a demo
14-day trial after onboarding · Standard from $269/mo annual