Bankruptcy Schedule & Means Test for Probate Paralegals with EstateExec
The Problem
Chapter 7 and 13 schedules are 40+ pages of fiddly data entry for Probate Administration clients who rarely bring complete records on day one.
What We Build in EstateExec
AI ingests client documents into EstateExec, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matrix — petition filed in days. Purpose-built for teams running EstateExec — uses the native API or agent integration so nothing leaves the system of record.
EstateExec Integration Approach
Audit your EstateExec configuration
We map the specific EstateExec objects, custom fields, and workflows the automation needs to touch for your probate administration practice.
Build on the EstateExec API or agent
Integration happens inside EstateExec — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in EstateExec with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your EstateExec instance
30-minute call. We'll look at your actual EstateExec setup and show exactly how this workflow fits.