What should a law firm look for in probate document automation software?

Four things: whether it produces the court's own forms for your state and county rather than generic templates; whether it covers the whole administration, including inventories and accountings, and not only the opening petition; whether case facts are entered once and reused in every document; and whether it connects to your practice management system. Statular is built around all four.

Does Statular generate probate inventories and accountings?

Yes. Inventories and appraisals are generated from the assets recorded on the matter. Interim and final accountings are generated from a fiduciary accounting ledger that tracks principal and income, reconciles by period, and locks closed periods. Where a state prescribes its own inventory or accounting form, Statular fills that form.

Does Statular integrate with practice management systems like Clio?

Yes. Statular syncs clients and matters with Clio in both directions, imports contacts and matters from Lawmatics, and accepts webhooks from Zapier, Make, n8n, and other tools, so a probate matter opened in your practice management system does not have to be re-entered.

Which states does Statular cover for probate?

Statular currently supports probate in 35 jurisdictions, with 166 distinct procedures between them, from formal and informal administration to small estate and ancillary proceedings. The table on this page lists each jurisdiction and links to its full form list.

Does Statular file probate documents with the court?

No. Statular prepares petitions, notices, letters, inventories, accountings, and closing papers for attorney review. Filing with the court and communication with the clerk remain with the firm.

Probate

Probate document automation for law firms.

Enter the case once. Statular drafts the petition, the letters, the notices, the inventory, and the accounting from the same record, on your court's own forms, in 35 jurisdictions, and keeps the matter in sync with your practice management system.

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What It Drafts

Every stage of the administration, not just the opening petition.

Getting letters issued is the easy part. The work that eats a paralegal's month comes after: the inventory, the notices, the accounting, the closing. Statular carries the same case facts through all of it.

Stage	Documents Statular generates
Opening the estate	Petitions and applications for probate and appointment, proposed orders, letters testamentary and letters of administration, bonds, consents, waivers, and renunciations.
Notice	Notices of hearing and of appointment, notices to creditors, notices to heirs and beneficiaries, and the proofs of service that go with them.
Inventory	Inventories and appraisals built from the assets already on the matter, with attachment schedules where the court form calls for them.
Accounting	Interim and final accountings produced from the estate's ledger, plus the state accounting and settlement forms where a court prescribes one.
Closing	Petitions for final distribution, receipts and releases, closing statements, and discharge papers.
Alternatives to full administration	Small estate affidavits, summary administration, ancillary proceedings, and other state-specific shortcuts, each as its own procedure.

Which documents apply depends on the state and the procedure. The coverage table below links to the full form list for each jurisdiction.

Fiduciary Accounting

Inventories and accountings that come from the books.

An accounting is only as good as the records behind it. Every probate matter in Statular carries its own estate ledger, so the numbers in the final accounting are the numbers you reconciled, not figures retyped from a spreadsheet the week before the hearing.

How fiduciary accounting works in Statular

A real ledger, not a spreadsheet

Record receipts, disbursements, gains, losses, and distributions against the estate as they happen, allocated between principal and income.

Reconciled and locked by period

Reconcile each accounting period against its statements, then close it so a filed accounting cannot quietly change underneath you.

The accounting writes itself

Schedules and summaries for an interim or final accounting come straight from the ledger, in the same matter as the petition and the inventory.

Jurisdiction Coverage

Your court's forms, in 35 jurisdictions.

1,300+ probate forms and documents across 166 procedures, including official statewide forms such as the California Judicial Council DE series and county-specific local forms where courts require them.

Jurisdiction	Procedures	Forms & documents	Petitions	Inventories	Court accounting forms
Alabama	4	11	Yes	Yes	Yes
Arizona	7	109	Yes	Yes	Yes
California	2	35	Yes	Yes	No
Colorado	7	34	Yes	Yes	Yes
Connecticut	4	33	Yes	Yes	Yes
District of Columbia	2	26	Yes	Yes	Yes
Florida	3	37	Yes	Yes	No
Georgia	7	29	Yes	Yes	No
Hawaii	6	34	Yes	Yes	No
Idaho	7	39	Yes	Yes	Yes
Illinois	5	82	Yes	Yes	Yes
Indiana	5	37	Yes	Yes	Yes
Iowa	5	22	Yes	Yes	Yes
Kansas	7	10	Yes	Yes	No
Kentucky	5	24	Yes	Yes	No
Louisiana	5	18	Yes	No	No
Maryland	2	22	Yes	Yes	Yes
Massachusetts	6	8	No	Yes	No
Michigan	5	50	Yes	Yes	Yes
Minnesota	6	37	Yes	Yes	Yes
Missouri	6	94	Yes	Yes	Yes
Nebraska	6	9	Yes	No	No
New Jersey	4	60	Yes	No	Yes
New York	4	7	No	Yes	No
North Carolina	5	43	Yes	Yes	Yes
Ohio	4	92	Yes	Yes	Yes
Oklahoma	4	19	Yes	Yes	Yes
Pennsylvania	2	17	Yes	Yes	No
Rhode Island	5	48	Yes	Yes	Yes
South Carolina	6	47	Yes	Yes	Yes
Tennessee	4	26	Yes	Yes	Yes
Texas	5	64	Yes	Yes	Yes
Virginia	4	41	Yes	Yes	Yes
Washington	5	28	Yes	Yes	No
Wisconsin	2	22	Yes	Yes	Yes

The estate ledger and accounting reports are available on every probate matter. The last column marks jurisdictions where Statular also fills a court-prescribed accounting or settlement form.

Practice Management Integrations

Works with the practice management system you already run.

Statular handles the drafting and the accounting. Your practice management system keeps handling time, billing, and the calendar. Clients and matters move between them so nobody keys the same decedent twice.

Clio

Two-way sync of clients and matters. Open the probate matter in either system and it appears in the other.

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Lawmatics

Contacts and matters flow in from your intake pipeline on the triggers and practice areas you choose.

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Zapier, Make, n8n, and webhooks

Create clients and matters from any other practice management system, form, or CRM that can send a webhook.

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All practice management integrations

Built From Intake

The petition starts with the case already filled in.

Probate questionnaires and matter records collect the facts a petition needs, so you begin with a populated draft instead of a blank form. You stay in control of every draft.

How secure client intake works

Decedent information
Will status
Heirs and beneficiaries
Assets and debts
Petitioner details
Court information
Interested persons
Source documents

FAQ

Probate automation questions

Draft the probate package, not the boilerplate.

Start a free trial and generate your first petition, inventory, and accounting from one case record. No credit card required.

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