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Project A - Probate Matter Lifecycle Workflow System

Overview

Managing 60+ active probate and estate matters at the same time required a clear, consistent system. I created a structured, repeatable workflow that brought organization and predictability to a complex, multi-step legal process.

The Problem

Every probate case moved through similar stages, but without a unified workflow, the team risked delays, missed filings, and inconsistent documentation.

The Goal

Build a complete matter lifecycle system that tracked every step from intake to closing while improving compliance and efficiency.

My Role

I designed the workflow, built the tracking structure, standardized templates, and implemented document governance and version control. I also created checklists and built communication workflows for courts, clients, and financial institutions.

Tools Used

WealthCounsel, Google Workspace, Excel, Adobe

The Solution

Full lifecycle system outlining:

Intake → Filing → Inventory → Compliance → Distribution → Closing

Standardized templates for notices, petitions, and filings

Automated reminders for deadlines

A consistent digital folder structure

A tracking dashboard for matter progress

Outcome

Fewer delays and missed steps

Clearer visibility for attorneys

Consistent documentation across matters

Reduced onboarding time for new staff