For probate firms · estate administration teams
Get the family organised before your team starts chasing them.
Probate and estate administration teams lose time to missing documents, unclear next steps, and families who do not know what matters yet. Passage gives them a structured admin workflow before your fee-earning work begins.
Minimum sellable workflow product
Four parts. Nothing unnecessary.
Document vault
Collect death certificate, ID, will, probate, proof of address, and every supporting document in one place. Upload once. Reuse everywhere.
Institution tracker
Track each bank, insurer, pension, utility, and registrar with status, required documents, next action, and expected response time.
Family progress dashboard
Give the family one screen showing what is done, what is blocked, what is waiting on an institution, and what happens next.
Branching checklist
Adapt the workflow by case type: will or intestacy, simple or complex estate, homeowner or renter, employed or retired.
Why this audience first
Probate firms do expensive work too late because the early-stage admin is chaos.
01
The first weeks are document chaos.
Families do not know what to gather, what is urgent, or which institutions matter first. Fee earners and admin staff end up cleaning the mess manually.
02
Client chasing destroys margin.
Missing ID, death certificates, will status, account details, and property context create delay before meaningful probate work can even start.
03
Families need visible progress, not more explanations.
They want to know what has been handled, what is blocked, and what happens next. That demand lands on your team unless the workflow is already visible.
Why Passage fits
Passage structures the intake and tracking layer that probate teams should not have to build themselves.
Better-prepared clients
By the time a probate team takes over, the family can already have the core documents gathered and the obvious institutions mapped.
Clearer handoff points
Passage can make the distinction clear between practical admin workflow and regulated legal advice, reducing confusion at the start of the matter.
Fits simple and complex estates
The branching checklist can adapt the workflow by will status, estate complexity, property ownership, and other practical case-shaping details.
Demo path
The probate demo follows the first week: gather documents, map institutions, surface blockers, then hand off a cleaner case.
This is the exact week-one demo. No AI theatre. No content maze. Just the workflow the buyer needs to see.
Step 01
Gather the base pack
The family is prompted for the core documents and facts that probate teams repeatedly request.
Step 02
Map the institutions
Banks, pensions, utilities, insurers, and property-related admin are listed with status and next action.
Step 03
Surface what is blocked
The dashboard makes it obvious what is still missing before formal probate work can move efficiently.
Step 04
Hand off a cleaner file
The probate firm receives a better-prepared family and less avoidable back-and-forth in the opening stage.
What changes for the buyer
What the probate firm gets when the workflow is in place
Related guidance
Cover the adjacent questions families ask next.
Google now fans out into related intents. These core guides help Passage answer the obvious follow-on questions instead of forcing families back into generic search results.
Probate workflow checklist
A practical explainer for what families need to gather and unblock before formal probate work moves cleanly.
How to get probate
Use the full application guide when the family needs costs, forms, and the official legal process.
What to do when someone dies
The broader first-week admin checklist that sits around the probate workflow.
Product demo
See the four-part workflow Passage uses to structure the intake and tracking layer for this channel.
FAQ
What probate and estate-admin teams usually ask
What does Passage do before formal probate work starts?
Open
It helps families gather the base pack, map institutions, and surface blockers before the fee-earning legal work begins. That means less avoidable chasing and a cleaner opening file for the probate team.
Does Passage replace probate solicitors or estate administrators?
Open
No. It reduces operational mess around them. Probate professionals still provide legal advice and estate administration. Passage handles the practical workflow layer families struggle with first.
Why does this help SEO and AI search visibility?
Open
This page now answers a specific commercial intent with original, non-generic content and links to related practical guides. That gives Google clearer material to retrieve for probate workflow, client intake, and bereavement admin searches.
Week-one execution
Open the workflow built for the first week before probate work starts properly.
This is the minimum sellable product scope for the probate channel: collect documents, track institutions, show progress, and branch the workflow by case type.