Features How It Works Pricing
Court-Ready Probate Documentation

Probate Inventory & Distribution Schedules

ClearHeir helps executors create accurate, defensible estate inventories and distribution documentation for probate court filing—with AI assistance and attorney collaboration.

Designed for probate courts. Trusted by executors and attorneys.

Get Started Learn More
Estate home interior
AI detection
Heir visibility
Court-ready

Everything You Need

Professional documentation tools designed for executors, probate attorneys, and court filing

AI-Assisted Cataloging

Upload photos and let AI assist with item identification and valuation estimates—executor reviews and approves all entries

Heir Visibility & Input

Heirs can view inventory, add comments, and flag concerns—executor retains full decision-making authority

Distribution Review Tools

Planning aids to review allocation balance and value distribution—not legal determinations, executor decides

Court-Ready Exports

Generate inventory schedules and distribution documentation suitable for attorney filing and probate court review

Secure & Private

Bank-level security protects sensitive estate information with private storage and access controls

Structured Documentation

Organize estate records with audit trails, timestamps, and executor-controlled finalization workflow

How It Works

Executor-controlled workflow for probate-ready documentation

01

Document Inventory

Upload photos of rooms and items. AI assists with identification and valuation estimates—executor reviews and approves all entries.

02

Executor Review & Decisions

Set final values with documented basis, make disposition decisions (keep/sell/donate), assign items to heirs, and resolve any flagged concerns.

03

Generate Court-Ready Schedules

Export inventory schedules and distribution documentation for attorney filing and probate court review.

For Probate Attorneys

ClearHeir provides read-only estate access, complete audit history, and structured export schedules to streamline your probate review. Executors maintain full control while you gain visibility into inventory progress and documentation quality.

ClearHeir generates documentation attorneys can review and submit—not legal advice. All executor decisions remain subject to attorney guidance and court approval.

Simple Pricing

One-time payment per estate, no hidden fees

For Executors

Estate Unlock

$119 /estate
  • Unlimited photos & items
  • AI-assisted cataloging
  • Heir visibility & input
  • Distribution review tools
  • Court-ready exports
Get Started
Popular
For Attorneys

Solo Practice

$149 /month
  • Unlimited client referrals
  • Read-only estate access
  • Client management
  • Priority support
  • 1 attorney seat
Start Subscription
For Small Firms

Small Firm

$299 /month
  • Everything in Solo
  • 2-5 attorney seats
  • Paralegal accounts
  • Team management
  • Audit logs
Get Started
For Midsize Firms

Midsize Firm

$499 /month
  • Everything in Small
  • 6-20 attorney seats
  • Advanced reporting
  • Dedicated support
  • Custom onboarding
Get Started

Ready to Build Court-Ready Documentation?

Join executors and probate attorneys who rely on ClearHeir for accurate, defensible estate documentation

Get Started