Why Use EstateExec?

In today's world, would you do your taxes by hand? Then why would you try to handle the executor process that way? EstateExec saves you time, money, and sometimes even family relationships!  EstateExec won the 2022 Worldwide Finance Award for best estate executor software in North America.

Charts and graphs showing overall progress and status

If You're Working without a Lawyer...

Saves time & money!
It's like TurboTax® or Quicken®... but for the executor process.
Makes everything simple and easy!
Would you do your taxes by hand?
Then why try to handle the executor process that way?

Save Weeks of Effort

Sure, you could search all over the Internet, or buy a couple of thick books and spend hours trying to decipher the executor process, but EstateExec will construct a custom plan for you and lay out the key steps in an easy-to-follow checklist with explanatory details and calculated due dates.

Even if you already know the executor process, you still have to do the work, and that includes tracking a variety of assets, ensuring debts are resolved, allocating distributions and more. EstateExec makes all this easy, and even enables you to optionally download transactions directly from your estate account's bank, reducing manual entry drudgery and minimizing the chance for errors.

It takes an average of 570 hours of work for an executor to settle an estate. You could try to do all this by hand on paper, but that's a good way to introduce mistakes, and won't look particularly reliable if you have to submit these records to the court. You could try to build your own custom spreadsheets, but that takes time and effort, and when you're done they probably won't automatically link asset sales to the estate account balance, for example, or optimize asset distribution decisions.

Save Thousands of Dollars

Most executors are first-timers, and immediately head to a lawyer for help. This may actually be a good idea (see Do I Need a Lawyer?), but if EstateExec allows you to forgo using a lawyer, or reduce reliance on one, we estimate you'll save thousands of dollars: the average estate spends $12,400 on legal and accounting fees.

EstateExec will also help you find hidden assets, AND provide unique discounts with third-party services needed by many executors, such as estate liquidators, junk removal services, and more. These discounts alone will likely more than pay for your EstateExec license!

Protect Yourself

An executor has a fiduciary duty to follow the correct processes ... and to be able to provide clear records of what you did (when you paid insurance bills, what expenses you incurred, which assets you sold and for how much, etc.). EstateExec makes this process easy, and you can print or save PDF files. You will likely have to submit these records to the probate court as a routine part of probate, but you'll be even happier to have them if something goes wrong and you end up challenged in court by an unhappy heir.

Preserve Family Relationships

Sadly, it's all too common for family relationships to become strained during the estate settlement process, as lack of information about the process and estate status leads to suspicions, confrontations, and even lawsuits. EstateExec will help you clearly present all the assets, debts, what you are doing with them, and who is getting what ... and you can optionally share this information online with heirs so they feel more comfortable, and can even indicate distribution preferences.

If You're Working with a Lawyer...

Saves time & money!
Makes working with your lawyer easier and more efficient.
Enables you to share information with heirs and get inheritance preferences.

Save Days of Effort

Settling an estate with a lawyer is a little like paying your taxes with an accountant ... you still have to do a lot of the work. You're the one that has to go through the mail, collect the bills, gather the assets, track their value, decide which ones to sell, allocate items for the various heirs, and so on. Do you really want to devote an entire workweek or two of additional time to this if you don't have to?

And if you're the one tracking estate finances, EstateExec can optionally download transactions directly from your estate account's bank, reducing manual entry drudgery and minimizing the chance for errors.

Reduce Costs

EstateExec should enable you to reduce billable lawyer hours (the average estate spends $12,400 on legal and accounting fees). First, it provides a convenient, structured way to share information about the estate, so that both you and your lawyer can log into the estate and see the latest status (debts forgiven, assets sold, distributions allocated, etc.), record actions, and so forth: this saves everyone time. Second, it gives you a clearer understanding of what is going on, so you don't have to spend as much time asking your lawyer questions and running up your bill. And if your lawyer is the one tracking estate expenses, then he or she can reduce time required for manual data entry by automatically downloading transactions directly from the estate account's bank.

EstateExec will also help you find hidden assets, AND provide unique discounts with third-party services needed by many executors, such as estate liquidators, junk removal services, and more. These discounts alone will likely more than pay for your EstateExec license!

Preserve Family Relationships

Whether or not you're using a lawyer, family relationships can become strained during the estate settlement process, as lack of information about the process and estate status leads to suspicions, confrontations, and even lawsuits by other disgruntled heirs. EstateExec will help you clearly present all the assets, debts, what you are doing with them, and who is getting what ... and you can optionally share this information online with heirs so they feel more comfortable, and can even indicate distribution preferences.

What People are Saying...

"Best estate executor software in North America" — Worldwide Finance Awards

"Ease the burden of being an executor of an estate" — New York Times

"Tremendous ease of use, seems to have thought of everything a person might want to do!" — Catherine O.

"One of the top legal products reviewed [across all categories]" — TL NewsWire

"Saved me thousands of dollars within the first 2 months" — Greg I.

"Saves estate executors time and money ...
" — Retirement Living

"Thank you for creating this site ... truly a life saver." — Chrissy K.

"I have no hesitation in recommending it ... you will be impressed 
" — T. Riordon (Federally Appointed Judge)

"Extremely helpful and exceptionally well thought-out!" — Alan R.

"Thank you so much for your dedication to developing this site ... invaluable!" — Jack S.

"A Cinderella fit ... our firm has hit a home run! 
" — Foxbury Worthington Ltd, General Accounting Services

"Will be recommending it to my clients that are acting as personal representatives of an estate." — Zachary W.

"Streamline administrative and financial tasks" — Law.com

"EstateExec is a godsend ... amazingly detailed, yet easy to navigate. Thank you! 
" — Jon G.

"What a wealth of information ... screams QUALITY at every click of the mouse!" — Bob N.

"I was midway into the process and still felt it was worthwhile to purchase ...
" — Christine O.

"Saved hundreds: I would have had to dump receipts and logs on lawyer's desk (and he charges $200/hour!)" — Carl W.

"I couldn't have done this without EstateExec ...
" — Helen S.

"I spent 6 hours trying to customize a spreadsheet for estate accounting. Finally gave up: EstateExec has everything needed!" — Carl W.

"On-the-fly reports via sorting and filtering enable you to answer any question you might have" — TechnoLawyer

"Helped me look for unclaimed property that let me find some surprise funds! — Karen T.

"Worth 10X the cost ... huge help!  
" — Donna K.

"What an absolutely amazing tool! You rock!" — Joanne J.

It's "Free"

Remember that EstateExec is a qualified estate expense, so you can reimburse yourself the purchase price. It doesn't cost you anything.

Get Started Now

We know it's tough to serve as an executor, and we're here to help. Come join the many other executors who already rely on EstateExec.  Get started now!

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