For registered California LDAs§6400 · preparer of record

WinsighterPlatform

The cap on a solo probate practice has always been four hours of templating per case. We erase those four hours — while keeping you the preparer of record on every page. License it, put your own brand on it, run your own book.

Not a registered LDA yet, or new to probate as a business? Start with Winsighter Academy →
The platform

You do the legal review. We do everything else.

Every screen below is the real product, not a mock-up — captured from a live case running end to end. What it buys you: consistency, efficiency, scalability.

Customer engagement & data collection

The client does the intake. You get structured facts.

  • Guided intake asks the questions the petition will need — in plain language, on the client's phone.
  • Death certificates and deeds are read automatically; names, dates and county come back as fields, not as a PDF you retype.
  • Everything lands on one case record with the source document attached beside it.
LDA case view showing client and decedent details captured from intake, with uploaded death certificate and deed attached
It picks the right path

Affidavit, spousal, succession, Heggstad or full probate.

  • The engine reads the facts — assets, title, spouse, will, values — and routes the estate to the filings that actually apply.
  • An estate can need more than one: each becomes its own tracked filing rather than one undifferentiated 'probate'.
  • Route changes when the facts change, so a late-discovered asset doesn't quietly invalidate the plan.
Estate overview listing the filings that make up the estate, each with its own status
Automatic form filling

Judicial Council forms, populated from the case.

  • Every field is pre-filled from data the client already gave — you review and correct, you don't transcribe.
  • Each item is labelled with the statute behind it, so you can check the answer without leaving the form.
  • The whole packet generates together: petition, attachments, proposed order, preparation certificate.
DE-310 petition editor with caption fields already populated from the case record
AI-powered validation

Checked against the probate rules before it reaches a clerk.

  • Engine advisories name the statute and the action that clears them — and mark the ones that block filing.
  • A cross-document pass compares the forms, the declaration and the supporting documents against each other for inconsistencies.
  • We track the thresholds and rules centrally, so the limits your case is tested against are the current ones.
Engine advisories citing Probate Code sections, plus a cross-document AI review of the filing bundle
Deadlines, court status & outcomes

The dates that matter, watched for you.

  • Statutory deadlines are computed from the hearing date — §1220 service, CCP §1217 proof of service, BOE-19 — and flagged before they slip.
  • Court status syncs automatically where the county supports it, and can be recorded by hand where it doesn't.
  • Hearing outcomes are captured on the case and advance it to the next step.
Deadline rail showing the §1220 service cutoff, the CCP §1217 proof-of-service cutoff and the hearing date, each flagged when overdue
Client portal

Your clients follow progress instead of calling you.

  • Each client sees where their case is, what happens next, and what they still need to do.
  • Signing, approvals and document review all happen in the portal — on a phone.
  • Fewer status calls, and a written record of every step for the file.
Client's mobile case view with a filing timeline and the next action for each step
Notice & service of process

Every interested party, served and evidenced.

  • The §1220 recipient list builds itself from the heirs and interested parties on the case.
  • Mailing, proof of service and the court filing are tracked as separate, dated milestones.
  • Certified mail goes out as one batch instead of a morning at the post office.
Service of process view listing recipients under Probate Code §1220 with mailed, signed and filed milestones
White-label

Your logo, your name, your portal.

  • Clients arrive at your own address and see your firm — not ours.
  • Logo, display name, support email and accent colour are yours to set, with a live preview.
  • You set your own consumer pricing — what you charge your client is your decision, not ours.
  • You are the preparer of record on every document the platform produces.
Branding settings with a live preview of the client portal header, display name, support email and accent colour
Pay per case

You pay when you have business. Never a subscription.

  • A flat fee per document, charged when your client approves it — a quiet month costs you nothing.
  • Published rate card per document type, so a case's cost is knowable before you take it.
  • Your client pays you directly. We never touch that payment, and we never take a share of your fee.
Payment setup showing the per-document rate card and the card charged only when a document is approved
The license

Your clients. Your brand. Our engine.

One commercial model, running one direction: you license the software and run your own book on it. We are the engine — you are the firm.

Customer flow
Your clientYour referral, your county
→
/with/your-firmWhite-label intake
→
Your dashboardYou review & file
$ MoneyCustomer pays you directly via your Stripe→You pay Winsighter a flat fee per filing
  • White-label portal. Your clients land on winsighter.com/with/your-firm — your logo, your colors, your support email. They sign up under your firm and never see Winsighter.
  • You set the price. Charge what your market bears. Your client pays you, directly, through your own Stripe account. We never touch that payment.
  • Per-case fee, no subscription. You pay a flat platform fee per filing, charged when the case completes. Nothing monthly, so a slow month costs you nothing.
  • You are the preparer of record. On every page, by contract and by design. The engine drafts; your review and field-confirmation is what makes it a legal document.
  • Your clients stay yours. We don't market to them, sell their data, or take a share of your fee. Leave whenever you like and export every case, document and audit trail.
Why you can trust us

We practice what we preach.

We make the mistakes before you do. We find the solution first, and we share it with you.

Winsighter also runs ProbateClear, our own consumer-facing service. That is where every route in this platform got filed through a real California court before any licensee touched it — and where the examiner’s notes, the county quirks and the rejected filings got found and fixed at our expense, not yours.

It isn’t a lead source and we don’t route its cases to licensees. Your clients come from your own referral relationships, in your own county, under your own brand.

FAQ

The questions people actually ask us.

Still have questions? Email us at partners@winsighter.net.

Your next step

See it on your own cases.

Thirty minutes, screen-shared, with a real case walked end to end. Bring the route you file most.

The license

Schedule a 30-min demo

White-label portal, per-case fees, your branding, your clients. See the full platform flow with a live walkthrough — intake through packet delivery.

Calendly · 30 minutes · screen-share
Not registered yet?

Start with the Academy.

If you're not a registered California LDA yet — or you are, but you've never run probate as a business — the platform isn't your first step. Winsighter Academy is eight live sessions taught by registered CA LDAs who do probate work, plus a done-with-you setup kit that gets the business actually open.

See the Academy →Starts with a free one-hour intro class. No cost, no card.

California probate, automated for the LDAs who actually run it. Built in Sacramento. Serving families everywhere.

Are you a family looking for help? → Visit ProbateClear.com
Programs
Company
  • About
Legal
Winsighter, LLC is a software platform. Not a law firm. Does not provide legal advice. The Legal Document Assistants who operate on this platform are independently registered under California Business & Professions Code §6400 and are solely responsible for any document preparation, review, or filing they perform. Use of this platform does not create an attorney-client relationship between any user and Winsighter, LLC. California LDAs are not authorized to provide legal advice and are limited to the scope of services permitted under §6400 et seq.
© 2026 Winsighter, LLC · Sacramento, CA
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