The Short Version
You can now connect SwiftProbate to the AI tools you already use — ChatGPT, Claude, and any other assistant that supports the Model Context Protocol (MCP). Once connected, your assistant can look up county probate courts, court forms, and how to notify banks about a death using SwiftProbate's probate guides. If you sign in, it can also read and update your estate's checklist, assets, ledger, and heirs in SwiftProbate.
SwiftProbate is the first provider to offer an MCP server for navigating and managing the probate and estate settlement process in the US.
Set it up in about two minutes →
Why We Built It
More and more executors start with an AI assistant when someone dies. They ask ChatGPT what probate is, what to do first, or how long it takes. General-purpose assistants are good at explaining concepts, but probate runs on local details: which courthouse handles the case, what the filing fee is, which newspapers are approved for publishing a notice to creditors, and what a specific bank needs before it will release an account. Those details vary by county and institution, and they are often missing or out of date in general web search results.
There is a second problem. Probate takes months, and a chat conversation does not keep track of your progress. Start a new chat, switch assistants, or hand things off to a sibling, and the to-do list you built is gone.
The SwiftProbate MCP server addresses both. Your assistant gets maintained probate reference data to work from, and the work itself lives in your SwiftProbate estate rather than in a single chat.
What Is MCP?
MCP (Model Context Protocol) is an open standard that lets AI assistants connect to outside tools. Instead of guessing from what it learned in training or from a web search, the assistant can call a tool — like "look up the probate court for this county" — and get an answer back from that tool's data.
You don't need to understand the technical details to use it. You add SwiftProbate as a connector in your assistant's settings, and then you just ask questions in plain English.
What You Can Do Without an Account
These lookups work right away, with no sign-in:
- County probate courts. Courthouse address and phone, filing fee, approved publication newspapers, and e-filing details, drawn from SwiftProbate's 3,100 county guides.
- Court forms. Official state and county probate forms, linked to the court's own source.
- Notifying banks and insurers. Estate-department contacts, mailing addresses, and typical required documents for more than 160 financial institutions.
- State overviews. A state's small-estate threshold, creditor-claim period, typical timeline, and filing basics, for all 50 states plus Washington, D.C.
Try asking:
- "Where do I file probate in Travis County, Texas?"
- "How do I notify Chase about a death?"
- "What probate forms are used in Cook County, Illinois?"
What You Can Do With Your SwiftProbate Account
When you ask about your own estate, your assistant will ask you to sign in to SwiftProbate and approve access. After that, it can help you:
- Set up an estate. Answer a few questions in chat — who passed away, which state and county, whether there was a will — and SwiftProbate builds your personalized probate checklist.
- Stay on top of tasks. See what's next, update a task's status or notes, set deadlines, and assign tasks to family members.
- Track assets and debts. Add accounts, property, and debts, including date-of-death values.
- Keep the ledger current. Log estate income and expenses, like a payment to the funeral home.
- Keep your heir list up to date. Add and update heirs and beneficiaries.
Everything your assistant changes is saved to your SwiftProbate estate. You can pick up in a new chat, in a different assistant, or in the SwiftProbate app — and family members you invite see the same estate.
Privacy and Control
- You approve access. You sign in on SwiftProbate's own page, and your password is never shared with the assistant.
- No deletes. Assistants can add and update records, but they cannot delete anything in your estate. Deleting is done in the SwiftProbate app.
- Sensitive numbers are hidden. Social Security numbers are redacted and account numbers are masked before anything reaches the assistant.
- Disconnect anytime. Revoke an assistant's access instantly from Settings → Connected apps in your SwiftProbate dashboard.
Connecting shares your estate information with the assistant you choose, so only connect assistants you trust.
How to Connect
Setup takes a couple of minutes. The server URL is the same for every tool:
`https://www.swiftprobate.com/api/mcp/estate`
Step-by-step instructions for ChatGPT, Claude, Claude Code, Cursor, VS Code, and other MCP clients are on the SwiftProbate MCP page.
What It Can't Do
The MCP server helps your assistant find information and keep your estate organized. It does not change what AI can responsibly do in probate:
- It does not provide legal advice or tell you how to resolve a dispute.
- It does not file anything with the court for you.
- It does not prepare tax returns.
If your estate involves a contested will, family disputes, significant tax questions, or property in more than one state, talk to a licensed probate attorney. For more on where AI helps and where it doesn't, see Can AI Help You Through Probate?.
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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.