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your morning estate routine, automated

Checking every estate's status by hand is a job we know well. It's why we built this. LegacyCheck monitors your full portfolio automatically and surfaces what needs your attention.

what this means for your practice

Estate practitioners spend hours every day on manual estate status checks and fielding client calls. LegacyCheck replaces that with a single dashboard.

2-3 hrs

saved daily on estate status checks

fewer calls

"where's my estate?" calls reduced

full visibility

see your whole portfolio at a glance

portfolio at a glance

A simplified preview of what your estate portfolio dashboard could look like, every estate colour-coded by status so you know exactly where to focus.

22 on track
8 slowing down
2 needs attention

This is a static preview; the live dashboard will include real-time estate data and filtering.

see what your clients' estates actually cost

Our free fee calculator breaks down executor fees, Master's Office fees, and other costs, so you can give clients clear estimates upfront instead of surprises later.

Open the fee calculator →

Ready to stop refreshing estate statuses manually? Let us show you how it works.