The Probate Operating System Behind 665+ Cases and $65M in Inheritance
The Probate Pathway is a proven 12-stage system, live training cohort, and attorney community built to help estate planning and probate firms run probate cases faster, more profitably, and with far less chaos.
Who We Are & How We Help
Probate Pathway is a complete operating system for probate firms built inside of Lawvex, a California law practice, that has completed 665+ probate matters and distributed over $65M in inheritance over the past 19 years.
We help estate planning attorneys who want to confidently add probate… and probate attorneys who are tired of delays, bottlenecks, and staff confusion.
Inside the system, you’ll find the exact stages, task lists, checklists, SKUs, and workflows Lawvex uses to keep cases moving through the courts, reduce client and family drama, train staff or VAs faster and turn probate into a predictable, profitable practice area.
How Probate Pathway Works
Probate Pathway isn’t just a course—it’s a ladder of support that meets you where you are and grows with your firm. Attorneys start with our live training cohort, then continue implementation with the on-demand course library and probate attorney community.
Enroll in our Next Live Training Cohort
Our 12-stage system will give you the exact tools, templates, and workflows you need to take control of your cases and reduce the complexities of probate law.
Ask questions in real time: Get live feedback on any aspect of your own systems and bottlenecks
FREE On-Demand Course Library Access for 30 Days: After enrolling in the live series, you’ll unlock on-demand, detailed video tutorials that walk you through every step, along with our Simplified Probate Course.
Task Lists, SKU's & Templates: Ready-to-use forms, checklists, and workflows that you can plug into your practice and save you hours on each case..
Team Friendly Training: Ideal for associates, paralegals, and remote staff so you’re not the only one who knows “how probate works” in your firm.
Why Firms Choose Probate Pathway
Most probate practices grow by accident, one case at a time, with systems patched together as you go.
If you'd rather have probate be the most predictable part of your firm (not the most stressful) this system was built for you.
Manage Client Expectations & Family Drama
Set expectations early, communicate clearly, and prevent unnecessary fire drills. Use our system to help clients and heirs understand where their case is on the Pathway
and what’s needed to keep things moving. When everyone can “see the mountain,” there’s less drama on the climb.
Increase Profitability & Reduce Stress
Profit doesn’t come from working more hours, it comes from working a clear, repeatable system. With Probate Pathway you can handle more open files at once without burning out your staff. Better systems = faster cases, happier clients, and healthier margins.
Expert Guidance to Minimize Mistakes & Ensure Compliance
The Pathway was built inside Lawvex, a firm that has handled hundreds of California probate cases over 19 years. Every checklist and stage was refined the hard way—through real mistakes, audits, and lessons learned.
You don’t have to “figure it out as you go” anymore.
Join Our Exclusive Probate Pathway Community
You don’t need another course you never finish. You need a community that helps you implement.
The Probate Pathway Community is where attorneys, paralegals, and operations leaders stay plugged into the system and keep improving over time.
Our Community: Where Probate Attorneys Thrive
Connect with other experienced probate attorneys who understand the struggles you’re facing. Gain access to expert coaching, exclusive content, and peer support that helps you stay ahead.
Live Coaching & Accountability: Join live calls us to troubleshoot cases, workflows, and team challenges.
Peer Networking: Learn how other firms are staffing, pricing, and managing probate across different states and markets.
New Resources as We Grow: Get access to new on-demand courses, templates, SOPs, and updates as we refine the system and add more trainings.
Optional Marketing Support: When your back-end systems are ready, you can plug into our done-for-you Google Local Service Ads management to drive high-intent probate leads directly into your intake process.
Testimonials
What Probate Attorneys Are Saying
Probate Pathway gave my team a clear, stage based system to move cases quickly and efficiently while maintaining the high standards our clients expect. We now have a shared checklist, language, and process for every file. Client satisfaction is up, internal stress is down, and probate is finally a practice area we feel in control of.
Attorney Mark Edwards
Before I found Probate Pathway, managing multiple probate cases at once was overwhelming. The delays, constant back-and-forth with families, and fear of missing crucial details kept me up at night. But this system completely changed the game. I now have a streamlined process that ensures I don’t miss a step, and I’m able to handle more cases without sacrificing quality.
John Matthews, Senior Probate Attorney
Ready for Your Probate Practice to Thrive?
If you’re ready to stop “winging it” and start running probate on a proven system, we’d love to work with you.
Start with the live 3-part training cohort, plug into the on-demand course with your team, and stay supported inside the community as you implement.
Probate Pathway was created by the team behind Lawvex, a California firm that has handled 665+ probate matters and distributed over $65M in inheritance. We’re not a law firm ourselves—we’re the training and systems arm that lets other firms shortcut the 19-year learning curve. Our mission is simple: help attorneys and their teams build probate practices that are more predictable, profitable, and humane for everyone involved.
Social Media
