EZ-Probate
The business, the turning points, and the decisions behind them.
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Sections to complete：02 · 05
01 / WHAT IT BUILT
What the company did
EZ-Probate was a Vermont-based online probate settlement service founded in 2016 by Byron Batres, a certified financial planner who had been frustrated acting as executor of his own family's estate. Positioned as 'TurboTax for probate,' it let families settle estates with little or no attorney involvement: proprietary software prepared ready-to-sign court documents with step-by-step instructions for a flat fee, versus the $2,000–$50,000 a traditional attorney might charge. Since launch it resolved more than 3,500 cases and saved customers over $30 million in legal fees.
02 / FAILURE REASONS
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03 / EVENT HISTORY
Events in the structured record
- Launched
Byron Batres founded EZ-Probate in Vermont in 2016 (first listed January 2016), offering an online do-it-yourself probate process with ready-to-sign court documents.
- Acquired by Trust & Will
On May 25, 2022 Trust & Will announced the acquisition of EZ-Probate, the nation's leading digital probate settlement provider, adding estate settlement to its digital estate planning platform; Batres became General Manager of Probate and the team joined Trust & Will's newly formed Probate team.
04 / CONTEMPORARY REBUILD ASSESSMENT
Difficulty of rebuilding this project today
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Overall assessment: Not completed
05 / CAUSAL CHAIN / AFTERMATH
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