Municipal probate software
Welcome to Bluestone
One entry, one source of truth, across your entire probate workflow.
Most offices run separate systems for case data, forms, invoicing, docketing and minors' accounts, and type the same information into every one of them. Bluestone holds it once. Consolidating that was the original point of the product, and it still is.
It is built for the people who hold the record and answer for it — county clerks, surrogates, registers of wills, and the staff working the counter.
See how it fits your officeWhat Bluestone manages
A management and operating system for the probate office.
Three areas of the operation, with one record underneath all of them.
Configuration, not customization
No two offices run the same way. None of them should have to change.
Screens, tabs, forms, fee schedules, case types and the specific fields an office captures are not fixed in the software. They are configuration, held in that office's own database.
One jurisdiction tracks the number of beneficiaries. Another needs to know whether a will is self-proving. A third records the newspaper a death notice was published in. All three are reasonable requests, and all three are settings rather than code changes.
Because these choices sit with the office rather than in the build, adapting the system to a local practice is a configuration change the office can make, a change order and a wait for the next version.
How it fits your office
Stored in your office’s own database
Adjusted remotely — no reinstall, no waiting for a release
Financial integrity
The money side is held to a different standard.
A probate office keeps the record and also handles the money. It takes payment at the counter, holds funds in trust for children and incapacitated adults, and reports to the state on a schedule it does not set.
Reconciliation that balances
End-of-day totals by tender type, with supervisory review gated to the people authorized to perform it.
A permanent record
Voided and revised receipts are never deleted. The original entry stays in the record, because in a legal system that is the point.
Trust accounting done properly
Funds held for minors tracked as a real sub-ledger — deposits, withdrawals, interest accrued on daily balances, placement across banks, and closeout at majority.
Probate software
Want to see how it would fit your office?
The useful conversation is about your workflow, your fee schedule, and the three things your current system cannot do. Start there and we can tell you quickly whether this is a fit.