Codira ESQ Estate & Probate
Turn a Lifetime of Documents Into a Clear Plan.
Coming soonEstate and probate matters bring together some of the most important information a family will ever manage. Wills. Trusts. Assets. Beneficiaries. Property. Accounts. Insurance. Business interests. Debts. Tax documents. Powers of attorney. Healthcare directives. Court filings. Distributions.
Codira ESQ transforms that information into connected estate intelligence.
Know the assets. Understand the relationships. Track every obligation.
An Estate Is More Than a Collection of Documents.See the Entire Estate in One Connected View.
Estate planning and administration require understanding how people, assets, documents, entities, and legal obligations fit together. Codira ESQ connects:
Instead of reconstructing the estate every time a question arises, your team works from a structured matter model.
Estate Planning Intelligence.Build the Plan Around the Client.
Estate planning begins with understanding the complete picture. Codira ESQ helps organize:
- Individuals
- Spouses and partners
- Children and descendants
- Other beneficiaries
- Trustees
- Executors
- Agents
- Guardians
- Assets
- Liabilities
- Business interests
- Existing estate documents
- Client objectives
Bring the information together before drafting begins.
Understand the family. Understand the assets. Then build the plan.
Family & Beneficiary Intelligence.See the Relationships That Drive the Plan.
Family structures can become complicated quickly. Codira ESQ helps create a structured relationship map:
Margaret Ellison
Grantor
Robert Ellison
Spouse
Claire Ellison
Daughter
David Ellison
Son
Anna Ruiz
Stepdaughter
Leo Ellison
Grandson · 9
Mia Ellison
Granddaughter · 6
These relationships can then connect directly to estate documents, assets, trusts, and distributions.
Turn the family tree into actionable legal intelligence.
Asset Intelligence.Know What Exists—and Where It Goes.
Codira ESQ can organize the assets that make up an estate, each connected to ownership, valuation information, beneficiaries, governing documents, and supporting records.
- Real estate$3.1M
- Investment accounts$2.2M
- Business interests$1.4M
- Retirement accounts$0.9M
- Life insurance$0.5M
- Other assets$0.3M
Also:
- Bank accounts
- Private investments
- Vehicles
- Digital assets
- Intellectual property
- Personal property
- Receivables
Build a living inventory instead of another spreadsheet.
Ownership Intelligence.Ownership Determines What Happens Next.
An asset’s treatment can depend on how it is owned. Codira ESQ helps attorneys connect each asset to how it is held, and identify ownership questions that require review.
| Asset | Held as | Passes by | Review |
|---|---|---|---|
| Lake house | Revocable trust | Trust terms | Clear |
| Primary residence | Joint with spouse | Survivorship | Clear |
| Brokerage account | Individual · TOD | Transfer on death | Check designation |
| 401(k) | Individual | Beneficiary designation | Predeceased beneficiary |
| Ellison Supply, LLC | Business entity | Operating agreement | Buy-sell applies |
Don’t just identify the asset. Understand how it is held.
Document Intelligence.Know What the Documents Actually Do.
Bring the client’s estate documents into one connected system.
Also:
- Irrevocable trusts
- Amendments
- Assignments
- Beneficiary designations
- Business documents
Move from document storage to estate intelligence.
Trust Intelligence.Understand the Trust as a Living Structure.
A trust may involve multiple generations, assets, fiduciaries, distribution standards, powers, restrictions, and amendments.
Codira ESQ helps connect:
- Trust assets
- Amendments
- Related entities
- Important dates
- Supporting documents
See who controls what, who benefits, and under what terms.
Estate Plan Consistency.Find Questions Before They Become Problems.
Estate planning documents don’t operate in isolation. A trust may say one thing while an account designation says another. An asset intended for a trust may still be individually titled. A later amendment may change an earlier provision.
“The lake house passes to the trust for the grandchildren.”
Revocable Trust, Article 4.2
“Grantee: Margaret Ellison, individually.”
Recorded deed, 2011
Codira ESQ can help surface potentially inconsistent information for attorney review.
The goal isn’t simply having documents. It’s having documents that work together.
Probate Intelligence.Turn Estate Administration Into a Structured Workflow.
When someone dies, legal teams may need to reconstruct decades of financial and personal information. Codira ESQ helps organize the administration:
- ✓Decedent
- ✓Estate documents
- ✓FiduciariesLetters issued
- ✓Heirs & beneficiaries
- ✓AssetsInventory filed
- •Liabilities2 creditor claims open
- Claims
- Court requirements
- Taxes
- Distributions
- Closing
See what’s complete, what’s outstanding, and what happens next.
Probate Case Management.Keep the Entire Administration Connected.
Each task can remain connected to the person, asset, document, or requirement that created it.
To do3
Notice to creditors, second publication
Court requirement
Appraise Ellison Supply, LLC
Business interest
Final accounting
Court requirement
In progress2
Sell lake house
Real estate · trust asset
Resolve medical-provider claim
Creditor claim
Done3
Petition for probate
Filed Mar 12
Inventory and appraisal
Filed May 2
Notice to heirs
Served Mar 20
Track:
- Petitions
- Court orders
- Notices
- Inventories
- Appraisals
- Creditor claims
- Asset sales
- Accounting
- Tax matters
- Beneficiary communications
- Distributions
- Court deadlines
- Closing documents
Manage the administration without losing the legal context.
Creditor & Liability Intelligence.Know What the Estate Owes Before Determining What It Can Distribute.
Connect liabilities to estate assets, payment status, deadlines, and supporting records.
| Creditor | Claim | Secured by | Status |
|---|---|---|---|
| First Lakes Bank | $412,000 mortgage | Lake house | Paid at sale |
| Northshore Medical | $18,450 | — | Disputed |
| IRS · Form 1041 | $36,200 estimated | — | Reserved |
| Harlow & Pike CPAs | $7,900 | — | Approved |
| Card issuer | $4,120 | — | Claim period open |
Organize:
- Creditors
- Claims
- Mortgages
- Loans
- Taxes
- Medical expenses
- Professional fees
- Administrative expenses
- Disputed obligations
- Supporting documents
Give the legal team a clearer picture of the estate’s obligations.
Distribution Intelligence.Track Where the Estate Goes.
Distributions can involve more than dividing a balance. Track proposed, approved, and completed distributions within the same matter.
- Claire Ellison · 35%Residuary share · cash and securitiesApproved
- David Ellison · 35%Residuary share · Ellison Supply interestProposed
- Grandchildren’s trust · 20%Lake house sale proceedsCompleted
- Anna Ruiz · 7%Specific gift · $250,000Completed
- Lakeside Library · 3%Charitable giftApproved
Know what was supposed to happen—and document what actually happened.
Estate Accounting.Follow the Money Through the Administration.
Codira ESQ can help organize financial activity associated with an estate or trust, for attorney review and preparation of required accounting.
Every important number should have a story—and a source.
Deadline Intelligence.Estate Administration Runs on Dates.
Codira ESQ helps organize attorney-defined and jurisdiction-specific deadlines and connect them to the requirement that created them.
Mar 12
Petition filed
Mar 12
Petition filed
Mar 20
Notice to heirs
Mar 20
Notice to heirs
May 2
Inventory due
May 2
Inventory due
Jul 20
Creditor period ends
4 months from first notice
Jul 20
Creditor period ends
4 months from first notice
Dec 15
Estate tax return due
Dec 15
Estate tax return due
Mar 12
Accounting due
Mar 12
Accounting due
Deadlines relating to:
- Court filings
- Notices
- Creditor periods
- Tax matters
- Hearings
- Accountings
- Trust requirements
- Required distributions
- Document expirations
Know what needs attention before the date becomes the problem.
Estate & Trust Disputes.When Administration Becomes Litigation, Keep the Intelligence.
Because Estate & Probate operates on the same Codira ESQ intelligence platform, a contested matter can connect directly with Codira ESQ Litigation capabilities.
Administration
The estate as it stands
A contest is filed
Will, trust, capacity or fiduciary claims
The same matter, litigated
Evidence, witnesses, timelines, discovery
Contested estates can involve:
- Will contests
- Trust disputes
- Undue-influence allegations
- Capacity disputes
- Fiduciary claims
- Accounting disputes
- Beneficiary disputes
- Asset ownership disputes
- Creditor disputes
Don’t rebuild the case when an estate becomes a dispute.
Ask the Estate.Get Answers Across the Entire Matter.
Ask questions such as:
- Which assets are owned by the trust?
- Who are the beneficiaries of this trust?
- Which assets have beneficiary designations?
- What changed in the latest amendment?
- Which creditor claims remain unresolved?
- What distributions have been completed?
- Which properties still need to be transferred?
- Show every document naming this person as trustee.
Codira ESQ helps locate the relevant information and connect answers to their underlying source material.
Ask the matter—not the filing cabinet.
Client Intelligence.Preserve the Estate Relationship Across Generations.
Estate planning is rarely a one-time transaction. Families change. Assets change. Businesses change. Trustees change. Laws change. Objectives change.
- 2012 · Original planWill and revocable trust
- 2016 · First amendmentGrandchildren added
- 2019 · Business restructuredBuy-sell agreement
- 2023 · Trustee changeSuccessor named
- 2026 · ReviewStarts from the existing model
Codira ESQ preserves the structure and history of the matter so future reviews begin with an existing intelligence model rather than rebuilding the client’s situation from scratch.
Turn estate planning into an ongoing advisory relationship.
AI With Legal Guardrails.Powerful Assistance. Professional Judgment Remains Human.
Estate matters demand precision. Codira ESQ combines specialized AI workflows with structured matter context, source grounding, deterministic controls, verification, and attorney review.
AI organizes the complexity
Extract, organize, compare, connect, summarize, search, draft
Issues surface for review
Every finding tied to its source
Attorneys provide the judgment
What it means, and what action to take
AI organizes the complexity. Attorneys provide the judgment.
What Changes With Codira ESQ?From Scattered Records to One Connected Estate.
Without Codira ESQ
- Family information lives in intake forms.
- Assets live in spreadsheets.
- Estate documents live in folders.
- Ownership information lives in deeds and statements.
- Deadlines live on calendars.
- Probate activity lives across court records and correspondence.
- The attorney mentally connects everything.
With Codira ESQ
- Family relationships become structured.
- Assets connect to ownership and beneficiaries.
- Documents connect to the people and property they govern.
- Trust structures become visible.
- Probate obligations become trackable.
- Distributions connect to their authority and supporting records.
- The entire estate becomes searchable intelligence.
A Lifetime of Complexity.One Connected Estate.
An estate can represent decades of work, property, relationships, businesses, obligations, and decisions. The legal team shouldn’t have to understand it by opening documents one at a time.
Codira ESQ brings the entire picture together.
Understand the family. Know the assets. Connect the documents. Protect the plan.