Property secured and photographed
Keys logged, utilities noted, photos dated and filed.
Handling a loved one's estate? Keep every paper and task in one place.
Trustees and families carry a mountain of paperwork, often while grieving. Keep the trust documents, accounts, property tasks and deadlines in one file you can share with the estate's attorney.
Example Revocable Trust
Estate attorney has the file
Shared read-only, with every document indexed.
Address mismatch in two letters
Two drafts transpose the house number. Fix before mailing.
How it works
- Start the estate fileAdd the trust or estate and invite family members or your attorney.
- Upload and sortScan papers as you find them. They're indexed by type and date.
- Track the tasksProperty, accounts and filings each get a checklist with owners.
- Share cleanlyYour attorney sees an organized file, which can save billable hours.
What goes in the estate file
- Trust or will documents, death certificate and letters of administration
- Accounts, notes and assets, with who holds the paperwork
- Real property: photos, keys, insurance, utilities, occupants
- Tasks and deadlines your attorney sets, with reminders
- Correspondence and certified-mail records
- Cleanout, repair and sale tasks with vendors and receipts
What ServedProper won't do
- Tell you what to file, whether to sue, or how a judge will rule
- Appear in court or sign anything for you
- Promise an outcome
- Act as your lawyer. When a question needs one, it says so and helps you hand off a clean file
Built for this kind of work
Works with your attorney
In Florida, most estates need a lawyer for court filings. This keeps you organized and prepared, so their time goes further.
Occupant and property issues
Track notices, police reports, repairs and insurance for property that's empty or occupied.
Family visibility
Give each person the access they need, and keep a record of who did what.
Join the Florida beta
We're opening the beta to a small group of Florida users first. Tell us what you're working on and we'll reach out when there's a spot.
Please don't send case documents or private details here. We'll set up a secure file for you if you join.