Estate Planning software built around the dates, records and paperwork of the work
Estate work spans two lives: the plan, built while the client is alive, and the administration after death. The workspace holds the family tree, the title to every asset, each signing’s formalities and, after death, the probate calendar, claims, inventory and distribution.
Dates it keeps for you
Each of these is counted from a date your team types, placed in the matter calendar, and confirmed by the responsible attorney.
Probate from the death
The date of death, letters and published creditor notice start the dates of an administration, each calendared.
Creditor claims
Claims are held to the claim period; rejecting one calendars the claimant’s time to sue.
Gift and transfer-tax returns
Every gift-return due date is calendared from the year of the gift, with the amounts reported and the exemption used recorded beside it.
Execution formalities
Each signing is checked against the state’s witnessing and notarisation rules before the instrument counts as executed.
What the matter holds
Typed records, not a narrative note: each fact is entered once and every calculation, form and document reads from it.
Family and fiduciaries
Each person’s dates, relationship, citizenship and disability, and each fiduciary’s role and order of succession.
Asset title and designations
How each asset passes at death, and the beneficiary designations that override a will.
Intestacy and elective share
Calculated from the family tree and recorded with its inputs, so the share each heir or spouse would take is shown and can be rechecked.
Gifts and transfer tax
A gift ledger by donor and year, with the year’s exemption, prior gifts and state death tax applied.
Trust funding
Every asset meant for a trust has an action to retitle it, with proof it was accepted.
Inventory, account and distribution
The probate inventory and account balance, fiduciary compensation is calculated, and distributions equal the residue.
Prepared for you
Forms are the agency’s own PDF, filled from the record. Documents are prepared from the same rows for the attorney to edit.
The workspace, step by step
The order a matter moves through the estate planning workspace.
- Family
- Fiduciaries
- Assets and title
- Instruments and execution
- Funding
- Gifts and tax
- Probate petition
- Claims
- Inventory and account
- Distribution and close
- Forms and documents
What it does not do
- State rules — intestacy shares, execution formalities, fiduciary fees — are reference data an attorney verifies; coverage is by state.
- Tax figures use the year’s exemption held as reference data; tax advice remains with the responsible professional.
How the legal content here is checked
This page describes the software; no attorney is named as its reviewer, so none is shown. Behind the estate planning workspace, each deadline rule, limitation period and legal figure is stored with its citation and is recorded as verified only once a named attorney has confirmed it, with that attorney's name and the date; showing that record beside every rule on screen is still in progress. The coverage page counts how many are verified, by practice area and state.
What you can hold us to
Law Hired is practice software, not a law firm or legal-advice service
Every date and figure is counted from what the firm enters and verified by the responsible attorney
Law that changes is reference data with its citation, checked by an attorney before it is relied on
Availability is described separately from production verification
Questions firms ask
Does it calculate intestate shares?
Yes, from the family tree under the state’s rules held as reference data, and the result is recorded for the attorney.
Can it track trust funding?
Yes. Each asset meant for the trust has an action — deed, assignment or beneficiary change — and proof it was accepted.
Does it run a probate?
Yes, from petition to discharge, with the inventory, the account, claims and distributions as rows.
Does it compute estate tax?
It records a transfer-tax calculation using the year’s exemption from reference data; the attorney reviews it.
Does Law Hired give estate planning legal advice?
No. Law Hired is practice software. It records, calculates and prepares from what the firm enters, and the responsible attorney verifies every date, figure and document before anyone relies on it.