Put a real number on doing nothing.
ProbateEdge quantifies what dying without a trust costs a client's family: attorney fees, court costs, executor fees, and the months in probate. It is the seminar wedge, a concrete, state-specific dollar figure the prospect can feel, and the case for acting now.
Live now and included in the Complete Bundle. Fee schedules current for all 50 states.
Nobody acts on an abstraction. They act on a number.
"Probate is expensive and slow" changes nothing. "Probate will cost your family fifty-eight thousand dollars and tie up the house for over a year" changes the conversation. ProbateEdge turns the client's own estate and their own state into that figure, so the value of a trust is something the prospect can see instead of something you have to argue.
It reads the estate, then applies the state. Enter the client's assets and their state of residence, and ProbateEdge inventories what would pass through probate, applies that state's fee schedule, and reports the total exposure in plain dollars.
That figure is the wedge you open the case with, at a seminar or across the table: a specific cost, tied to this client's estate, that a properly funded trust can largely remove.
The same estate that costs tens of thousands in probate in one state costs a different amount in the next. ProbateEdge names this client's number, in this client's state, and the share of it a trust removes.
Inventory the estate
Each asset is classified by whether it would pass through probate or transfer outside it.
Apply the state
The client's state fee schedule sets attorney fees, court costs, executor fees, and typical time in probate.
Show the avoidable cost
The total exposure, and the portion a properly funded trust removes, in one view.
The number has to survive a second look.
A prospect who takes your figure to an attorney or an accountant needs it to hold. ProbateEdge is built so the cost you present is the cost that stands up in review: real state rules, current tax law, and a printed report whose numbers match the screen.
Fifty state fee schedules
Probate cost is a state question, not a national average. ProbateEdge carries a state-specific fee schedule for all 50 states, kept current, so the estimate reflects where the client actually lives.
Current tax law, carried through
OBBBA and current tax law are carried through the full estate picture, so the analysis reflects the rules as they stand today rather than a frozen snapshot.
Enterprise-grade accuracy
The estate math is held to the same accuracy standard as the rest of the suite, so every figure is one you can present without a caveat and defend if a client's attorney checks it.
The PDF matches the screen
Every number on the exported PDF is the same number the client saw on screen. What you present and what you leave behind never disagree, so nothing you hand a prospect can be second-guessed on a typo.
Four figures the client remembers.
The whole analysis lands on a short set of numbers a prospect can repeat to a spouse that evening: what probate costs, how long it takes, what that time costs in growth, and how much of it a trust removes.
The estate you inventoried becomes the funding plan.
ProbateEdge reads the same shared client profile as RothEdge and CharitableEdge, so a client entered once is ready everywhere. When the prospect says yes to the trust, the estate you built to make the case flows into TrustEdge, our trust-funding tool, with nothing re-keyed.
ProbateEdge
Makes the case with a state-specific cost of doing nothing, and holds the full estate inventory you built to get there.
TrustEdge
Seeds the funding plan from that same inventory, sets the correct move for each asset, and generates the client-ready funding documents.
The same client roster runs the whole suite. When a large retirement balance points to a Roth conversion or a charitable strategy fits, pull that client up in RothEdge or CharitableEdge and keep going, without ever entering their data twice.
Show them the cost of doing nothing.
Pull up a client, enter the estate and the state, and read the probate exposure in seconds.