# You spend 40 hours a week chasing probate documents across 3 jurisdictions and 7 email threads.

![Probate estate administration software dashboard showing estate inventory deadlines and creditor claim tracking calendar for an active case file](https://neurobird.com/probateestate/probateestate-hero.webp)
*One calendar replaces 6 spreadsheets and 4 email chains.*

> Probate estate administration is the legal process of collecting a deceased person's assets, paying creditors, filing tax returns, and distributing remaining property to heirs under court supervision. It involves inventory filings within strict statutory windows, publishing creditor notices, resolving claims, preparing detailed accountings, and managing multiple court appearances that span months or years depending on estate complexity and specific jurisdiction rules.

- URL: https://neurobird.com/probateestate/
- Product: Neurobird Probate Estate Administration Compliance Platform
- Niche: probate estate administration
- Buyer: Probate Operations Directors
- Status: in development, open for early access
- Updated: 2026-08-25

## What Neurobird Probate Estate Administration does

- Generate inventory filings from a single asset entry to eliminate manual data re-entry errors
- Track creditor claim deadlines across multiple estates using automated statutory calendar rules
- Produce final accountings without rebuilding spreadsheets by pulling live transaction data
- Send heir status updates without picking up the phone via a secure dedicated client portal

## How it works

1. **Intake** Enter decedent data once. The system populates petition, inventory, notice, and tax forms from that single record across all required formats.
2. **Track** Deadlines auto-populate from jurisdiction rules. Creditor windows, inventory due dates, and hearing schedules appear on one calendar view.
3. **File** Generate PDFs matching your local court template. Export creditor claim logs, asset inventories, and final accountings for judge review.

## From the source material

> They must also resolve payment of expenses related to estate administration, such as funeral expenses, legal fees, cost of notices and any expenses related to maintenance of the decedent's property after death.

Source: IRM 5.5.2 Probate Proceedings, https://www.irs.gov/irm/part5/irm_05-005-002

## Industry context

- **90 days** State statutes generally require the estate administrator to file an inventory of estate assets within 90 days of appointment. (source: IRS IRM 5.5.2, https://www.irs.gov/irm/part5/irm_05-005-002)
- **30 to 90 days** State statutes define a creditor claim window of 30 to 90 days during which claims must be filed for consideration. (source: IRS IRM 5.5.2, https://www.irs.gov/irm/part5/irm_05-005-002)
- **$600** An estate must file an income tax return on Form 1041 if its assets generate more than $600 in annual income. (source: IRS Estate Administrator Responsibilities, https://www.irs.gov/individuals/responsibilities-of-an-estate-administrator)
- **6 years** The BIA presumes an owner of trust or restricted land deceased after an unexplained absence of 6 years. (source: 25 CFR 15, https://www.bia.gov/sites/default/files/dup/assets/public/pdf/2D-PROBATE_REGULATIONS25CFR_15.pdf)
- **30 to 90 days** Depending on state law, probate proceedings generally open 30 to 90 days after the date of death. (source: IRS Estate Administrator Responsibilities, https://www.irs.gov/individuals/responsibilities-of-an-estate-administrator)

## Pricing

- Solo: $149 per month
- Firm: $349 per month
- Department: $749 per month

## Questions

### What is probate estate administration?

Probate estate administration is the legal process of collecting the decedent's assets, opening estate accounts, filing an inventory with the probate court, publishing creditor notices, evaluating claims, paying valid debts and taxes, preparing a final accounting, and distributing remaining assets to heirs. The estate administrator handles all of these steps under court supervision and must document every action on the docket sheet.

### When must the estate inventory be filed?

State statutes set the deadline for filing the estate inventory with the probate court. In most jurisdictions the inventory must be filed within 90 days of the estate administrator's appointment. The inventory lists all property and debts of the decedent with values determined at the time of death. Missing this deadline can result in court sanctions against the administrator.

### What tax returns does an estate administrator need to file?

The estate administrator must file the decedent's final individual income tax return on Form 1040 for the year of death and any prior unfiled years. The administrator must also file estate income tax returns on Form 1041 if estate assets generate more than $600 in annual income. A federal estate tax return on Form 706 is required for large estates exceeding the federal exemption threshold.

### How are creditor claims handled during probate?

The estate administrator publishes a newspaper notice notifying creditors of the decedent's death. State statutes define a claim period, usually 30 to 90 days, during which creditors must file claims. The administrator then reviews each claim for validity and determines which claims to pay in whole or in part according to statutory priority rules. Untimely claims may be barred permanently.

### What happens at the end of probate administration?

When all debts, expenses, and taxes have been paid, the estate administrator files a final accounting with the court. This accounting lists all property received, income earned, expenses paid, and the amount remaining for distribution. After the court approves the accounting, the administrator distributes assets to heirs and files an affidavit of closing. Any probate bond is then terminated by the court.

## Sources

- [IRM 5.5.2 Probate Proceedings](https://www.irs.gov/irm/part5/irm_05-005-002)
- [25 CFR 15 Probate Regulations](https://www.bia.gov/sites/default/files/dup/assets/public/pdf/2D-PROBATE_REGULATIONS25CFR_15.pdf)
- [25 CFR 11.704 Duties of Executor](https://www.law.cornell.edu/cfr/text/25/11.704)
- [IRS Estate Administrator Responsibilities](https://www.irs.gov/individuals/responsibilities-of-an-estate-administrator)
- [Library of Congress Probate Guide](https://guides.loc.gov/wills-probate/probate)

## Contact

- office@neurobird.com
- https://neurobird.com/