Submit an Estate File

Complete the 5-step form to assign a new estate file to Legal Bridge. We respond within one business day.

1 · Firm & File
2 · Deceased & Executor
3 · Service Tier
4 · Documents
5 · Review & Submit
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Law Firm & File Details

Your firm information and internal file reference for this estate.

📋 This portal is for law firms and authorized legal counsel only. All information is kept strictly confidential per our Privacy Policy.
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Deceased & Executor Details

Information about the deceased and the estate trustee.

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Select Service Tier

Choose the tier that best matches the complexity of this estate file.

STANDARD
$865
Single property · up to 5 financial institutions · limited digital footprint
COMPLEX
$1,250
Multiple properties · 5–10 institutions · significant investment portfolio
COMPREHENSIVE
$1,650
10+ institutions · multi-jurisdictional · business interests · complex digital estate

All fees billed as direct client disbursements. Compatible with Clio and CosmoLex.

⚠️ Not sure which tier? Select Standard and add a note. Legal Bridge will confirm before beginning work.
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Upload Documents

Attach available estate documents. All files are securely handled per our Privacy Policy.

📋 Required to begin work: Certificate of Death · The Will · Executor contact info. Upload what you have — missing items will be requested.
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Drag files here or click to browse

PDF, DOCX, JPG, PNG · Max 10MB each

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    Review & Submit

    Confirm all details before submitting your estate file assignment to Legal Bridge.

    By submitting, you confirm: (1) You are a licensed legal professional acting in your professional capacity; (2) Legal Bridge is authorized to act as an administrative contractor on this file; and (3) All information provided is accurate to the best of your knowledge.
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    File Successfully Submitted!

    Your estate file has been received. A member of the Legal Bridge team will be in touch within one business day to confirm intake and next steps.

    LB-REF-XXXX

    What Happens Next

    1
    Legal Bridge will confirm file assignment and request any missing documents.
    2
    The executor will sign the Third-Party Corporate Authorization Letter.
    3
    Work begins within 1 business day of receiving all signed authorizations.
    4
    Completed binder delivered within 12 business days of full intake.