The Probate Inventory← Back to app

How it works

Inventory a home, divide it fairly, document it for probate.

Settling an estate means cataloging a lifetime of belongings and then dividing them among the heirs. The Probate Inventory turns that into a few simple steps β€” photograph the items, let AI catalog and value them, assign things to beneficiaries, and export a clean inventory for the court.

πŸ’‘ Tip: keep this tab open while you work in another β€” switch back and forth as you go. Want to look around first? On the sign-in screen, type demo as the password to open a sample estate.

1

Create the estate

Start a new estate for the home you're settling β€” name it something you'll recognize, like β€œSmith Family Estate β€” 123 Oak St.” Everything you catalog lives under that estate.

2

Photograph the home β€” AI does the writing

Walk the house and bulk-upload photos straight from your phone β€” a hundred at a time is fine. You don't have to sort or label anything first; just capture everything. The upload is instant, so you can keep moving room to room.

In the background, AI reads each photo and writes a clean title, description, category, and an estimated value β€” no typing required. Items fill in live as it finishes each one.

3

Add the beneficiaries

Add the people named in the will as beneficiaries, each with their own color tag. These are the heirs you'll be dividing the belongings among.

4

Assign items to beneficiaries β€” anytime

As the family decides who gets what, assign each item to a beneficiary right from the list. There's no rush and nothing is locked in β€” reassign with a tap as things get sorted out. Every detail (description, value, who it goes to) stays editable.

5

Keep the split fair

The Distribution view keeps a running total of how many items each beneficiary is getting and their total estimated value. At a glance you can see whether the split is even and rebalance β€” β€œMary's at $42,000, Tom's at $38,000, give Tom the clock” β€” so no one feels shortchanged.

6

Share with the whole family

Publish a private shared page and send the link to everyone named in the will. They get a clean, read-only gallery of the items β€” photos and descriptions β€” so the family can see what's in the estate without a single in-person trip. They never see values or who has been assigned what.

7

Export the inventory

When you need it on paper, export the full estate inventory β€” every item, its description, and its estimated value β€” as a spreadsheet for the probate court, the attorney, or your own records.

Ready to start?

One estate, 30 days of access. $129 β€” one-time, no subscription.

Or type demo as the password on the sign-in screen to explore a sample estate first.