Winsighter exists because California has far more probate paperwork than it has people qualified to prepare it — and because the path into that work is genuinely open to anyone willing to learn it. We teach the trade, set the business up with you, and run the software it operates on.
You can find someone to teach you legal forms. You can buy probate software if you're a law firm. Nobody else puts all three together for this trade — the training, the done-with-you setup, and the platform your practice actually runs on. That combination is the entire reason Winsighter exists.
Most training in this field either gets you registered or drills generic form-completion. Ours is eight sessions on one trade: reading an estate, picking the right path, the petitions, the county, the hearing, the distribution — taught by LDAs who file these for a living.
Knowing the work isn't having a business. We build and host your website, design your referral brochure, and write the operating procedures for the counties you file in — then keep a practicing LDA, a community and standing office hours within reach.
Probate software exists — it's sold to law firms. Ours is built for this exact work and licensed to you: AI intake, a packet generated in under a minute, filing workflow, and a client portal under your own brand. You license it and keep every client.
The pieces are built by the same people, so they fit: what you're taught in week four is the workflow you run in the software, on the forms we already file.
Every graduate ends up here: AI intake, packet generation in under a minute, filing workflow, and a client portal under your own brand. You license it and run your own book on it — your clients, your prices. It's not your first concern and you don't need it on day one. It's waiting when you are.