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“40% of our guardianships are out-of-date”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