CounselPro for ProbateReconstruct a decedent's financial history — accurately, completely, and fast
Probate work often begins with the question: What did they own, where did it go, and who should get it now? CounselPro turns scattered financial documents into a complete, categorized, court-ready view of the decedent's financial life.
Rebuild the full financial picture
Estate administration depends on accurate information. CounselPro brings structure and visibility to what's usually a disorganized mess of PDFs.
Our system extracts, normalizes, and categorizes financial transactions from every account, creating a single, unified timeline of assets, liabilities, spending, and transfers. It works across years of records and across banks — no matter the quality or format of the statements.
What used to take weeks now takes minutes. You get complete transparency into the decedent's financial life, enabling faster administration and better decision-making for all parties involved.
We process statements from over 10,000+ financial institutions
From scattered PDFs to structured insight
CounselPro automates what probate attorneys and staff currently do by hand.
Upload
All financial documents — including scanned statements, business accounts, or archived printouts.
Extract
Transactions, balances, and transfers with AI-powered OCR that works on any format or quality.
Categorize
Income, recurring expenses, large withdrawals, and inter-account movements automatically.
Report
Account activity, asset flows, and unusual spending patterns — every transaction linked to source documents.
Use it across the probate spectrum
Whether you're administering a straightforward estate or navigating a contested one, CounselPro gives you speed, transparency, and leverage.
From executors to adversaries, everyone gets a clearer view of the truth. CounselPro helps you reconstruct account balances and spending over time, confirm or challenge the legitimacy of claims, identify missing assets or suspicious transfers, support distribution calculations with hard data, and prepare clean reports for court, beneficiaries, or litigation.
Every finding is defensible because every transaction links back to the source document. CounselPro turns probate complexity into administrative clarity.
Real-world fiduciary example
A fiduciary receives a banker's box of statements spanning five accounts and several years. Some are clean PDFs. Others are faded scans and old faxes. Rather than sort and enter everything manually, they upload the files to CounselPro.
Within minutes, the fiduciary is able to produce:
The Result:
What would have taken a paralegal days was done in less than an hour. The fiduciary had clear, defensible data to support all decisions and complete transparency for all parties involved.
Why CounselPro beats manual probate review
Stop turning probate into a paperwork nightmare. See how CounselPro transforms estate administration.
| Challenge | Manual Process | CounselPro |
|---|---|---|
| Processing years of scattered financial documents | Days of manual sorting and entry | Less than an hour |
| Unified timeline across all accounts | Separate spreadsheets per account | Single consolidated view |
| Working with old, scanned, or faxed statements | Manual transcription errors | AI handles any format or quality |
| Flagging large withdrawals and irregularities | Easy to miss patterns | Automatic flagging and categorization |
| Court-ready forensic reports | Basic summaries without citations | Defensible reports with source links |
| Pricing for estate administration | High paralegal labor costs | $50/month for 5,000 pages |
Want a personalized probate demo? Schedule a demo tailored to your practice
Faster estate administration
Move through probate proceedings with confidence and speed. Reconstruct complete financial histories in minutes, not weeks, enabling faster resolution for all parties.
Expand your probate services
Offer premium estate administration services without increasing overhead. Handle complex estates with comprehensive financial analysis that supports every decision and protects every distribution.
Stand out in probate practice
Differentiate your firm by offering sophisticated financial analysis on every probate case. Show clients and beneficiaries you're using cutting-edge technology to ensure complete transparency and accuracy.