Workflow Drill-Down
Click through Intake → Analyze → Export → Complete for this module.
Start Probate workflow
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Probate Property Center

Track probate cases, manage heirs, and generate offer packages

Active Cases

12

Offers Submitted

8

Under Contract

3

Closed Deals

5

1847 Maplewood Drive

Los Angeles, CA 90026 • APN: 5567-023-891

Contacting Heirs
Case Progress 45%

Heirs (3)

👤
Sarah M. (Executor)
👤
Michael T.
👤
+1

Case Filed

Jan 15, 2026

Heirs Identified

Feb 2, 2026

Initial Contact Made

In Progress

Risk Score: Low (2/10)
Est. Value: $875K

4521 Oakhaven Lane

Phoenix, AZ 85018 • APN: 123-45-678-A

Offer Submitted
Case Progress 72%

Heirs (2)

👤
Robert K. (Executor)
👤
Jennifer K.

Offer Submitted

$625K • Feb 8, 2026

Awaiting Response

Due: Feb 22, 2026

Risk Score: Low (3/10)
Est. Value: $720K

8923 Riverbend Court

Austin, TX 78704 • APN: 12-3456-7890

Under Contract
Case Progress 88%

Heirs (4)

👤
Lisa P. (Executor)
👤
+3

Contract Executed

$890K • Jan 28, 2026

Inspection Period

Ends Feb 18, 2026

Risk Score: Med (5/10)
Est. Value: $950K

Add New Probate Case

Track a new probate property opportunity from intake to closing

Probate Document Checklist

1 Intake Phase

  • Death Certificate
  • Probate Petition
  • Will (if exists)
  • Property Deed

2 Research Phase

  • Title Search
  • Liens & Judgments
  • Tax Certificate
  • Probate Court Records

3 Closing Phase

  • Letters Testamentary
  • Heir Consents
  • Court Approval (if req)
  • Closing Statement
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