About SwiftProbate

SwiftProbate is probate task management software for executors and families. It turns the details of an estate into a personalized, state-specific task list — with deadline tracking, court form help, an estate ledger, and Grace, an AI assistant — so you can understand, organize, and navigate the probate process.

What you can do with SwiftProbate

  • Personalized task lists

    Step-by-step tasks built from the estate’s assets, state, and county, each with instructions, required documents, and helpful links.

  • Deadline tracking

    Key dates like creditor windows and filing deadlines in one place, with reminders so they’re easier to keep track of.

  • Asset discovery

    Guided prompts help you check for assets that are easy to miss, like pensions, digital accounts, and safe deposit boxes.

  • Court form help

    Find the probate forms published by your state and county courts, with help understanding and filling them out.

  • Grace, an AI assistant

    Ask questions about your estate, tasks, or documents any time and get plain-language explanations of each step.

  • Documents, ledger & family access

    Store documents, track estate income and expenses in a running ledger, and invite family members to help.

Who it's for

SwiftProbate is built for the people responsible for settling an estate: executors, court-appointed administrators, surviving spouses, and adult children. It's especially helpful if you're doing much of the work yourself, or working alongside an attorney and want to stay organized between conversations.

How it works

  1. 1

    Tell us about the estate

    Answer a guided questionnaire about the person who passed, their assets, and your role. It takes about 5 minutes.

  2. 2

    Get your plan

    SwiftProbate researches your assets and jurisdiction and builds a personalized, state-specific task list.

  3. 3

    Work through it at your own pace

    Track progress, upload documents, invite family, and ask Grace whenever you get stuck.

What makes SwiftProbate different

  • State- and county-specific

    Guidance for all 50 US states, down to county court forms where available.

  • One-time price

    Start free. The Complete plan is a $39 one-time payment — no subscription.

  • Try before you pay

    The free plan includes full onboarding, asset discovery, and a sample task list.

  • Help when you need it

    Grace is available day or night to answer questions about your estate and explain what comes next.

See how SwiftProbate compares to other probate tools →

Key facts

Company
SwiftProbate
Website
swiftprobate.com
Founded
2026
Category
Probate task management software
Who it’s for
Executors, administrators, and families settling an estate
Coverage
All 50 US states
Pricing
Free plan; Complete plan is a $39 one-time payment
Refunds
30-day refund on the Complete plan
Legal status
Software company — not a law firm; does not provide legal advice
Contact
team@swiftprobate.com

Frequently asked questions

Who is SwiftProbate designed for?
SwiftProbate is designed for executors, administrators, and family members who are responsible for settling an estate. Whether you’re a surviving spouse, adult child, or appointed executor, our tool helps simplify the overwhelming probate process.
What states does SwiftProbate support?
SwiftProbate provides guidance for all 50 US states. Our research engine generates state-specific task lists, forms, and deadlines tailored to each jurisdiction where the deceased held assets.
What’s included in the free plan?
The free plan includes the complete onboarding wizard, full asset discovery, and a sample task list for one asset. This lets you see exactly what SwiftProbate will generate before you pay for the full experience.
What do I get when I upgrade to the Complete plan?
The $39 one-time payment unlocks automated research for all your assets, complete task lists with deadlines and form links, unlimited document storage, family collaboration features, and lifetime access to your account.
Is there a refund policy?
Yes. If you’re not satisfied with SwiftProbate within 30 days of purchase, contact us for a full refund. We want you to feel confident in your investment.
Is SwiftProbate a substitute for legal advice?
No. SwiftProbate is an informational tool that helps you organize and understand the probate process. We are not a law firm and do not provide legal advice. For complex estates or legal disputes, we recommend consulting with a qualified probate attorney.

See all FAQs →

Contact

Have questions or feedback? Reach us at team@swiftprobate.com.

SwiftProbate provides software to help navigate the probate process. SwiftProbate is not a law firm, does not provide legal advice, and is not a substitute for the advice of a licensed attorney. No attorney-client relationship is created by using this service. Probate laws vary by state and county.