Administer the Estate. Miss Nothing.
Probate is paperwork with deadlines. Saxon reads the will and codicils, the death certificate, years of statements, deeds, bills, and creditor claims, then builds the cited inventory, notice list, and timeline your team needs—from the petition through the final accounting—so the estate keeps moving and nothing surfaces late.
- Petition
- Letters & Notice
- Inventory & Appraisal
- Claims & Contests
- Accounting
- Distribution & Closing
- Beta practice area · Built with legal professionals
Where Estates Go Sideways
The estates that go sideways are the ones where something surfaced late.
Most administrations are routine until they aren’t: a later codicil turns up, an heir was never given notice, an account never made the inventory, a creditor claim arrives that nobody logged, a sibling questions every line of the accounting. The answers are almost always somewhere in the decedent’s papers. The work is reading all of them, in order, before the court or the family asks.
Open the Administration on Solid Ground
Saxon reads the will and any codicils, the death certificate, and the family information, then lays out the named personal representative, the beneficiaries, and the heirs entitled to notice. Your team drafts the petition and notice list from a cited record instead of rebuilding it from memory.
Find Every Asset and Every Claim
Saxon works through statements, deeds, tax returns, mail, and bills to build a cited inventory, separating probate assets from what passes outside the estate. Creditor claims are logged against the record, and dates that appear in the file are flagged so your attorneys can act.
What Makes This Repeatable: Playbooks
Playbooks turn your firm’s best probate habits into the default process: the asset sweep through the decedent’s mail, the heir-list check, the claim log, the accounting reconciliation. A simple administration and a contested estate get the same disciplined review, whoever is running the file.
One Estate File, Start to Finish
Petition, letters, notice, inventory and appraisal, creditor claims, accountings, and distribution all draw on the same cited record. If a will contest or a beneficiary objection arrives, the history is already organized. The record built for the petition carries through to the closing order.
Why Probate Attorneys Choose FasterOutcomes
Saxon reads every page of the decedent’s papers, so your team administers from a complete record and the surprises surface early.
More capacity, same team
Take on more administrations without hiring. Saxon carries the statement-by-statement review and reconciliation work that used to cap how many estates your team could run.
The account nobody inventoried.
Saxon surfaces the forgotten account, the heir nobody noticed, and the claim nobody logged, before the inventory or the accounting goes to the court.
More estates handled
Saxon organizes a new estate file quickly, so your team knows what exists, who must receive notice, and what is missing before drafting the petition.
The Whole Case
Six Stages. One Team Member.
Saxon works the estate from the opening petition through the closing order, so every filing builds on the same cited record.
Petition & Will Review
Saxon reads the original will, codicils, and family information, identifies the nominated fiduciary, beneficiaries, and heirs, and drafts the petition in your firm’s templates.
Letters & Notice
Once letters issue, Saxon builds the notice list for heirs, beneficiaries, and known creditors from the record, and flags missing addresses and notice dates in the file.
Inventory & Appraisal
Saxon schedules every asset found in statements, deeds, and mail, with date-of-death values cited to source, and flags items still awaiting appraisal.
Claims & Contests
Saxon logs each creditor claim against the record and, if a will contest arrives, organizes execution, capacity, and drafting history into a cited chronology.
Accounting
Saxon reconciles receipts and disbursements against the statements and drafts the accounting in your format, with every entry tied to the page it came from.
Distribution & Closing
Saxon drafts the proposed distribution from the shares your attorney confirms, flags missing receipts and releases, and assembles the papers for closing the estate.
Decedent’s papers reviewed in minutes.
Saxon turns boxes of statements, bills, mail, and prior instruments into an organized, source-linked file your team can work from.
Estate timelines in minutes.
Date of death, letters, notice, claims, and every other dated event in the record, laid out on one cited timeline.
Cited first drafts in minutes.
Petitions, notices, inventories, and accountings drafted in your firm’s templates, with every figure and fact linked to its page.
Flags what’s easy to overlook.
Saxon checks every estate for unlisted assets, heirs without notice, unlogged creditor claims, and accounting entries that don’t reconcile.
Verify Everything, Trust What Holds Up
Saxon drafts. You approve. Every asset on an inventory, every entry in an accounting, and every fact in a petition is tied back to the page it came from, so you can check it before the court or the beneficiaries see it. Nothing is sent or filed without you.
Bring the Estate With Boxes Nobody Has Opened.
Bring a de-identified or sample probate file to the demo and see what Saxon finds.
Questions and Answers
How is FasterOutcomes different from general AI tools?
General AI tools answer from whatever you paste in and rarely show where an answer came from. Saxon reads the entire estate file—the will, statements, deeds, bills, and claims—and ties every fact and figure to the page it came from. Ask a question, get the page. Drafts follow your firm’s own templates through Playbooks, and you approve everything.
Can Saxon prepare our court’s probate forms?
Saxon drafts petitions, notices, inventories, and accountings in your firm’s own templates, citing the record for every entry. Court- and county-specific forms and local filing requirements can be configured with your firm as a custom playbook. Your attorneys review and finalize everything, and nothing is filed without you.
Does Saxon track probate deadlines?
Saxon flags dates and deadlines that appear in the record—when letters issued, when notice was published, when claims arrived—so your attorneys can act on them. It does not calendar, docket, or guarantee deadlines. Your firm’s docketing system and your attorneys remain responsible for every date.
Does Saxon do legal research?
Not today. Saxon works inside the estate file, not across the probate code, local rules, or case law. It reads, organizes, cites, and drafts from the documents you provide. Your attorneys bring the law; Saxon makes sure the facts and figures underneath are complete and traceable.
What does Beta mean for probate firms?
The core of Saxon works today: reading the whole file, building cited chronologies, drafting in your templates, and flagging gaps. The probate-specific playbooks—petitions and notice lists, inventories, claim logs, accountings, closing papers—are being built with early probate firms. Firms that join now shape how those playbooks work.
Is my clients’ data safe?
Estate files carry a decedent’s full financial history and a family’s personal details, so this matters. Saxon includes privacy and security controls for sensitive client records. Retention, deletion, and model-use terms are documented during implementation. Review current audit and compliance materials in our Trust Center.
Does Saxon integrate with our case management system?
Saxon integrates with SmartAdvocate today, and more integrations are on the way. If you use a different case management system, reach out to our team to ask about your specific setup.