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Relaw for Probate

Relaw for
Probate

The LegalOS for probate practices. The decedent, will, interested parties, filings, notices, hearings, and court responses stay in one chronology.

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Your templates · White-glove onboarding · 14-day trial

Sample matter·Firm-owned templates
Word file

Generate Documents

5 of 5 ready

90%+

time savings

14-day

free trial

White-glove

workspace configuration

Designed workspace

How Relaw runs probate matters.

Common work product

Application for Probate · Request for Letters · Inventory and Appraisement · Notice to Beneficiaries · Order Admitting Will

Examples only. Relaw generates from the firm's own configured Word and PDF templates; no legal forms are bundled.

  1. 01

    The application uses the facts once.

    Decedent, will, applicant, and devisees are intake. The filing and the notices do not get a second keyboard.

  2. 02

    Probate and non-probate stay distinct.

    What the court must pass and what already transferred is structured on the matter, so the inventory does not invent assets.

  3. 03

    Hearings and calls land on the file.

    Notetaker joins the conference or the call with the executor. The next draft already has what was said.

The single-pane practice

From first death call to letters and beyond.

Probate combines a dense relationship record with court-facing procedure. Relaw keeps the decedent, will, heirs, devisees, applicant, filings, notices, hearings, and court responses in one chronology while the court remains authoritative.

Work that used to live apart

Heir spreadsheets

Capacity, relationship, address, and notice status

Form folders

Firm drafts tied to verified matter facts

Court call notes

Deficiencies, hearings, and next actions

Personal calendars

Attorney-entered dates visible to the team

Filing checklists

Procedure and cure work by stage

Your sole workspace

Relaw for Probate

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

  • Court e-filing
  • Docket portals
  • Publication and process service
  • Court rule calendaring

The matter lifecycle

Run the whole probate matter here.

The record compounds as the matter moves. Facts, files, decisions, communications, and follow-through do not reset at every stage.

  1. 01

    Open

    Establish the people, instrument, and procedure.

    Capture the decedent, venue, original will and codicils, applicant, heirs, devisees, and probable path.

    In Relaw: One verified interested-party record feeds the firm’s work.

  2. 02

    Petition

    Prepare the filing from current facts.

    Coordinate consents, waivers, notices, bond materials, proposed orders, and supporting documents.

    In Relaw: Drafts come from firm templates mapped to the matter—not a generic form library.

  3. 03

    Obtain authority

    Keep hearings and deficiencies in the chronology.

    Registrar or court review can create cures, testimony, revised papers, and follow-up.

    In Relaw: Every response and meeting remains connected to the filing it affects.

  4. 04

    Transition

    Move into administration without starting over.

    Letters, required notices, inventory work, and later administration reuse the same people and asset record.

    In Relaw: The matter continues from appointment into fiduciary work.

The matter record

Structure the facts the work keeps reusing.

Probate 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.

01

Decedent & instruments

The facts supporting venue and the testamentary record.

  • Domicile and death
  • Original will
  • Codicils
  • Witness and custody facts
02

Interested parties

Every person’s legal capacity and notice position.

  • Heirs
  • Devisees
  • Applicants
  • Minors and representatives
03

Court chronology

What was filed, returned, heard, and ordered.

  • Filings
  • Service and notice
  • Deficiencies
  • Hearings and orders

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.

Opening review

01

Ask Relaw

Identify missing venue, will, heirship, qualification, waiver, and notice facts before the petition is drafted.

What you get

A focused pre-filing gap review.

Deficiency response

02

Ask Relaw

Summarize the court’s requested cure, the affected filing, and the facts or signatures still needed.

What you get

A clear response workflow from court communications.

After appointment

03

Ask Relaw

Prepare the executor’s next-step brief from the order, letters, notice requirements, and preliminary asset record.

What you get

A clean transition into administration.

FAQ

Direct answers.

What Relaw is, what it is not, and what clients see.

  • No. Relaw is the workspace around the filing: facts, documents, and follow-through. You still file where the court requires. The application and letters generate from the matter instead of a blank form.

See Relaw for probate.

White-glove setup for applications, letters, and notice templates.

Request a demo

14-day trial after onboarding · Standard from $269/mo annual