Now in the ChatGPT app directory

SwiftProbate for ChatGPT

Ask ChatGPT about county probate courts, court forms, and how to notify banks — and keep your SwiftProbate estate organized without leaving the chat.

Free to add. No account needed for reference lookups.

Get started

Up and running in under a minute

Probate reference works for anyone. Your estate stays private until you sign in and approve access.

  1. 1

    Add SwiftProbate

    Open the SwiftProbate listing in ChatGPT and add it to your account.

  2. 2

    Ask in plain English

    Turn on SwiftProbate in a chat and ask about courts, forms, banks, or deadlines.

  3. 3

    Sign in when needed

    Only when you ask about your own estate.

Examples

What you can ask ChatGPT

Find your county court

No account

Example: “Where do I file probate in Travis County, Texas?”

Notify banks & insurers

No account

Example: “How do I notify Chase about a death?”

Stay on top of tasks

Your estate

Example: “What's due this month?”

Track estate finances

Your estate

Example: “Log a $450 payment to the funeral home.”

Why SwiftProbate

Why add SwiftProbate to ChatGPT?

ChatGPT is great at explaining things. Probate also needs local details that are hard to find online, and a place to keep track of the work over the months it takes.

3,100+

county guides

160

institution guides

50 + DC

state guides

County court details

AI assistant alone: Web search results — filing fees and publication newspapers are often missing or out of date.

With SwiftProbate: Maintained guides for 3,100+ counties: courthouse, filing fee, approved newspapers, e-filing.

Court forms

AI assistant alone: Guesses at form names, or links that land on a generic court homepage.

With SwiftProbate: Official state and county probate forms, linked to the court's own source.

Notifying banks & insurers

AI assistant alone: Generic advice to “call the bank.”

With SwiftProbate: Estate-department contacts, mailing addresses, and required documents for 160 institutions.

Your to-do list

AI assistant alone: A generic checklist written from scratch each time.

With SwiftProbate: A personalized checklist built from the estate's state, county, and assets, with deadlines from the date of death.

Remembering progress

AI assistant alone: Lives in one chat. Start a new chat or switch assistants and it's gone.

With SwiftProbate: Tasks, assets, ledger, and heirs saved to your estate — in any assistant, the SwiftProbate app, and for family you invite.

Estate finances

AI assistant alone: Numbers scattered across chat messages.

With SwiftProbate: A running ledger of income, expenses, and distributions you can export as a court-style accounting.

Privacy & security

You stay in control

You approve access

Sign in on SwiftProbate's own page. Your password never goes to the assistant.

No deletes

Assistants can add and update records, never delete them.

Sensitive numbers hidden

SSNs are redacted and account numbers masked before anything reaches the assistant.

Disconnect anytime

Revoke access instantly from Settings → Connected apps.

Connecting shares your estate information with ChatGPT, so only connect if you're comfortable with that. See our privacy policy.

Use Claude, Cursor, or VS Code?

SwiftProbate works with any assistant that supports MCP.

See all assistants

FAQ

Common questions

Open the SwiftProbate listing in the ChatGPT app directory and add it to your account. Then start a chat, turn on SwiftProbate, and ask a question. There's no server URL to paste.

Not for reference lookups like county courts, forms, institution guides, and state overviews. To work with your own estate, sign in with a free SwiftProbate account when ChatGPT asks.

Adding SwiftProbate to ChatGPT is free. Features that work with your estate follow your SwiftProbate plan, the same as in the SwiftProbate app.

Yes. Everything ChatGPT adds or updates is saved to your SwiftProbate estate, not to the chat. You can pick up in a new chat, another assistant, or the SwiftProbate app, and family members you invite see the same estate.

No. ChatGPT can create and update tasks, assets, ledger entries, and heirs, but it cannot delete them. That restriction is enforced by SwiftProbate's servers. Deleting is done in the SwiftProbate app.

Go to Settings → Connected apps in your SwiftProbate dashboard. Access is revoked immediately. You can also remove SwiftProbate from ChatGPT's own settings.

Yes. SwiftProbate also works with Claude, Cursor, VS Code, and any assistant that supports MCP. See the SwiftProbate MCP page for setup steps.

No. SwiftProbate is probate task management software that helps you understand and organize the probate process. It does not provide legal advice, and using it does not create an attorney-client relationship.

Trouble connecting? 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.