Estimate History
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View and manage past probate fee calculations.
Viewing History
All calculations run through your embedded calculator are saved to your estimate history. Access it from Dashboard > History in the portal.
The history table shows:
- Date and time of each estimate
- Visitor name and email (if lead capture is enabled)
- State and estate value
- Total estimated fees
- Link to view full results
History Limits
| Plan | History Limit |
|---|---|
| Free | Last 10 estimates |
| Pro | Unlimited |
Exporting Data
On the Pro plan, you can export your full estimate history as a CSV file. Click the Export button on the History page. The CSV includes all fields for easy import into spreadsheets or CRM systems.
Searching and Filtering
Use the search bar and filters on the History page to find specific estimates by:
- Visitor name or email
- Date range
- State
- Estate value range
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