The AI solution for families
managing probate
Tell us about the estate and our AI research engine generates a personalized checklist with deadlines, forms, and step-by-step tasks specific to your county and assets.
Free tier available — no credit card required
Purpose-built AI for estate settlement
Unlike generic AI chatbots, SwiftProbate's AI is trained on the probate process. It knows your county-specific courthouse details, your state's deadlines, and what steps each of your estate assets require.
You describe the estate
Answer questions about the deceased, their assets, heirs, and jurisdiction. Our guided questionnaire takes about 5 minutes and prompts you to check for commonly missed assets.
AI researches your situation
Our AI analyzes your estate details against 3,200+ county probate guides and 160+ institution guides. It researches current requirements, deadlines, and forms for your specific combination of assets and jurisdiction.
You get a personalized plan & tools
Receive a detailed task list with deadlines, required forms, and institution-specific transfer instructions. Chat with Grace, the SwiftProbate AI assistant, for help with tasks, filling out forms, or understanding your next steps.
What SwiftProbate's AI does for you
Jurisdiction-specific research
Identifies your county probate court, filing requirements, fee schedules, and local rules. Covers all 3,200+ US counties.
Asset-specific task lists
Each asset gets its own set of tasks — transfer procedures, required forms, institution contact details, and typical timelines for banks, brokerages, real estate, vehicles, and more.
Deadline calculation
Calculates filing deadlines based on the date of death and your state's specific timeframes — will filing windows, creditor notice periods, tax return due dates, and more.
AI chat assistant
Grace, your AI assistant, is available on the dashboard to answer follow-up questions, explain legal terms, and help you understand next steps — all in the context of your estate.
Why purpose-built AI beats standard AI chat tools
General-purpose AI gives generic answers. SwiftProbate gives personalized guidance based on your actual estate.
| Capability | SwiftProbate AI | Generic AI (ChatGPT, Claude, Gemini) |
|---|---|---|
| Knows your county's probate court | Yes — 3,200+ county guides | No — gives state-level generalities |
| Calculates your deadlines | Yes — from date of death | No — gives rough timeframes |
| Asset-specific transfer steps | Yes — per asset, per institution | No — generic advice |
| Remembers your estate details | Yes — persistent dashboard | No — starts fresh each conversation |
| Cites current requirements | Yes — web-sourced research | May be outdated or inaccurate |
| Tracks your progress | Yes — task dashboard | No |
| Document management | Yes — upload and organize | No |
| Family collaboration | Yes — invite members, assign tasks | No |
AI-powered guidance for a fraction of attorney fees
Probate attorneys typically charge $3,000 to $10,000. SwiftProbate helps you manage the probate process on your own with confidence.
Full Plan
$39 one-time
- Everything in Free
- Asset-specific AI research
- Institution-specific guidance
- AI chat assistant (Grace)
- Document management
- Family collaboration
Informational guidance only — not legal advice. SwiftProbate is not a law firm and does not provide legal representation.
Your estate is unique — get a personalized task list with deadlines, forms, and next steps
Start freeFrequently asked questions
SwiftProbate's AI research engine analyzes your specific estate details — assets, heirs, jurisdiction, and whether there is a will — to generate a personalized task list with deadlines, required forms, and step-by-step instructions. It cross-references a database of 3,200+ county probate guides and 160+ institution guides to provide county-specific and institution-specific guidance.
SwiftProbate's AI is purpose-built for probate and estate settlement. It researches current requirements for your specific county and state, and cites sources for its recommendations. However, probate laws change and every estate is unique — we recommend verifying critical deadlines with your local probate court. SwiftProbate is an informational tool, not a substitute for legal advice.
General-purpose AI tools like ChatGPT, Claude, and Gemini provide generic answers without knowing your specific situation. SwiftProbate's AI is trained on probate-specific data, takes your exact assets, jurisdiction, and family situation as input, and generates a personalized checklist with deadlines calculated from the date of death. It also accesses a database of 3,200+ county guides for local courthouse details, tracks your progress on a dashboard, and lets you collaborate with family members — none of which general-purpose AI tools offer.
No. SwiftProbate is an informational tool that helps you understand and organize the probate process. For simple, uncontested estates, many executors handle probate without an attorney using tools like SwiftProbate. For complex estates involving disputes, tax issues, or unusual assets, we recommend consulting a probate attorney. SwiftProbate can complement an attorney by keeping you organized.
After your checklist is generated, you have access to Grace, an AI chat assistant on your dashboard. Grace can answer follow-up questions about your specific tasks, explain legal terms, help you understand next steps, and provide guidance based on your estate details. Grace is available anytime you need help understanding the process.
SwiftProbate offers a free tier that generates a basic estate administration checklist. The full plan is a one-time $39 payment that unlocks asset-specific research, institution-specific guidance, document management, and the AI chat assistant. There are no subscriptions or hidden fees.
Navigate probate with confidence
- Personalized to your assets, heirs, and jurisdiction
- Deadlines calculated from your date of death
- Track progress and store documents in one place
Free — no credit card required
Informational guidance only — not legal advice
Disclaimer: SwiftProbate is an informational tool that helps you understand and organize the probate process. It is not a law firm, does not provide legal advice, and is not a substitute for a licensed attorney. AI-generated guidance is based on publicly available information and may not reflect the most recent changes in your jurisdiction. Always verify critical deadlines and requirements with your local probate court or a qualified attorney.