California probate
Three times the probate matters. Same headcount.
One managed pipeline runs a California probate start to finish in roughly a third of the time.
The time math
A third of the hours per probate
Three times the matters, including the ones that weren’t worth taking.
Hours per matter · full administration, with an accounting and real property.
Because of the statutory fees, every hour saved is margin.
Where it goes depends on the firm.
Skip the paralegal hire
Run probate without adding headcount, or point the paralegal you have at other matters.
Supercharge the paralegals you have
Each paralegal closes probate work in a third of the hours and moves on to other matters.
Same fee per matter, hours back
Market for two or three times the probates, take on other matter types, or go home early.
Petition to discharge, one managed pipeline
Petition & Order
DE-111, DE-140Filled from your documents
Letters
DE-150Statutory deadlines tracked from here
Creditor claims
DE-157Notice drafted and claims tracked
Inventory & Appraisal
DE-160/161Automated asset extraction & form preparation
Accounting
CRC 7.575Automated from statement upload · Schedules generated and tracked
Final distribution
Petition, Order, ReceiptPetition, order, receipts, generated from one plan
Discharge
DE-295Filed when the last receipt lands
- Closed-world retrieval
- A citation on every field
- Attorney approval before filing
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