# **Offer a better probate experience through automation**

Automated documents, workflows, and court filings speed up the probate process and enable you to focus on your clients.

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**Get to faster case resolutions on probate matters.**  
Automation technology can be used to accelerate any repeatable aspect of administering an estate - from document creation to court filings.

**Intuitive, stress-free client intake and collaboration**  
Easily onboard new clients, gather information, and streamline attorney-client collaboration throughout the entire probate process.

Automated document sets and filings  
Set up systems to generate instant, accurate document sets, notifications, or court filings, with any level of complexity, in a fraction of the time.

Powerful systems to cut down drafting time  
Robust, customized workflows and centralized data keep your whole practice running efficiently.

**No-Setup Automated Forms for Probate**

### California Probate - Petition to Initiate Probate  
This workflow allows you to generate forms to initiate a petition for probate in California.

### California Probate - Petition to Initiate Short Version  
This workflow enables you to create concise forms to initiate a petition for probate in California. Fills in only fields that appear multiple times.

### Colorado Probate - Informal Probate Case  
Automated document set for Informal Probate Case with Will. Forms include JDF703, JDF704, JDF721, JDF911, JDF912, JDF915, JDF916, JDF917, JDF942, JDF943, JDF944, JDF965

### New York Probate - Administration Estate  
Automated document set for your client's administration estate matter, including the following documents:
New York Administration Estate, Administration Estate, Petition for Ancillary Letters of Administration, Petition for Letters of Administration

### New York Probate - Estate  
Automated set of New York probate documents, including Notice of Petition for Appointment of Successor Executor, Petition for Ancillary Probate, Petition for Letters of Administration After Probate, Petition for Probate, Petition For Successor Letters Testamentary, Renunciation of Successor Letters Testamentary and Waiver of Process Corporation, Renunciation of Successor Letters Testamentary and Waiver of Process Individual

### New York Probate - Small Probate  
Automated document set for a small estate going through probate in New York, including the following documents:
Affidavit in Relation to Settlement of Estate
Amended Affidavit in Relation to Settlement of Estate
Renunciation of Voluntary Administration
Report and Account in Settlement of Estate Pursuant to Article 13 SCPA

### Vermont Probate - Closing Small Estate  
Automated Document set for Vermont Probate - Closing a Small Estate

### Vermont Probate - Formal Accounting  
Automated document set to generate forms for a Formal Accounting in Vermont.

### Vermont Probate - Other Estate Forms  
Automated document set including a variety of forms needed for a probate matter in Vermont.

### Wisconsin Probate - Application  
Interactive templates for drafting the set of documents required for a probate application in Wisconsin.

### Driving Results with Probate Law Automation  
Gavel has helped many law firms transform how they operate in various practice areas.

Gavel has a range of features that make it ideal for your probate practice:

- **Document Automation:** Gavel uses customizable questionnaires that can be completed by the client themselves or by an attorney. The answers in these questionnaires can then be transferred to a Word or PDF document, streamlining information gathering and helping your client to understand exactly what you need from them.
- **Question Logic:** Control the questions your client sees or doesn't see according to their answers. For example, you can ask the client for their marital status and then follow up with another question asking for their spouse’s information. If they answer that they are single, this field will be hidden, helping your client focus on the questions they need to answer.
- **Customer Support:** Gavel helps you through the process of automating your legal practice, even if you've never tried automation before. We are available 7 days a week, and we offer email, phone, and screen share support.

### Transforming Probate Law through Automation  
Probate law can be very complex, which makes it an ideal candidate for automation. Gavel can remove a significant amount of the time drafting routine paperwork from the probate law process, allowing you to focus on better serving your clients. With automated document generation, secure client portals, and AI-enhanced data gathering, you can quickly move your case through probate, enhancing client satisfaction.