Probate Helper is an AI-powered lead generation and document automation platform for estate attorneys. We monitor public records nationwide, qualify probate opportunities, and deliver court-ready filings under your firm's brand — so you can spend your time counseling clients instead of prospecting.
Estate law is one of the most meaningful areas of legal practice. Attorneys help families navigate grief, honor a loved one's wishes, and protect a lifetime of work. But the way law firms find those families is broken — it depends on luck, referrals, and hours of manual research.
We started Probate Helper to fix that. Our platform uses AI to identify probate cases the moment they emerge, enriches each lead with property and family data, and generates the specific forms your local court requires. The result is a predictable pipeline of qualified cases, without the prospecting busywork.
We believe technology should amplify an attorney's judgment, not replace it. Every lead and every document we surface is a starting point. The attorney remains in charge of every client relationship, every legal decision, and every filing that leaves the firm.
Probate Helper combines structured data collection, large-language-model extraction, and state-specific rules engines to deliver leads that are ready for attorney review.
We continuously monitor obituary publications, court filings, and state registers to identify newly opened probate cases the day they appear.
Every lead is enriched with property records, asset indicators, and family contact information pulled from authoritative public sources.
Qualified leads and jurisdiction-specific draft documents are delivered to your dashboard, branded to your firm and ready for attorney review.
Probate data is sensitive. We treat every record with the same standard of care that estate attorneys bring to their own client files.
Data is encrypted in transit (TLS) and at rest. Personally identifiable fields use AES field-level encryption so sensitive values are never stored in plaintext.
Every user has a scoped role. Attorneys see cases they own. Paralegals see the ones they're assigned. Administrators manage the firm. Nothing more.
No document leaves the platform without passing through an attorney review gate configured to your firm's rules. AI drafts, attorneys approve.
Leads are built from publicly available records: obituaries, court filings, registers of deeds, voter rolls, and tax records. No scraped private information.
Probate Helper is built for estate attorneys and the law firms that depend on a reliable flow of probate cases. Today, we support solo practitioners and boutique estate firms across the United States, with jurisdiction-specific coverage for probate courts and register-of-deeds portals in every state.
Whether you're a three-attorney firm looking to grow your territory or a multi-office practice managing hundreds of open estates, the platform scales with you. Add new territories as you're ready. We handle the research.
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