Probate Monitoring
Court Staff
Receive accountings on time, review them thoroughly and quickly.
Guardians and estate administrators
Take the pain out of preparing your court paperwork.
At Societal,
our mission is to protect the health and finances of those who cannot protect themselves
The Challenges Today
Late submissions
Because reactive case management tools don’t proactively remind parties
“40% of our guardianships are out-of-date”
Incorrect filings
Helping guardians understand and correctly meet court requirements
“70% of accountings have errors, even when filed by attorneys”
Tedious reviews
Of complex medical and financial cases without accounting tools
“I pull the stack of paper from last year, and manually compare it with the assets this year”
Our solution
Public portal
For guardians, estate administrators, and attorneys
Reviewer portal
For probate court clerks, auditors and judges
Our features
Import bank statements
Use the Public Portal to skip hours of organizing receipts
Our features
Due date reminders
Never miss a filing deadline and get called into a hearing again
Our features
AI flagging
Catch and fix issues with the accountings in minutes
Let’s Talk
We’d love to hear about what you’re trying to achieve with your court, and we’ll connect you to solutions, whether we build them or not