Estate Executorship
Made Easy

About EstateExec

An estate executor (also known as a personal representative, administrator, or trustee) is someone legally responsible for settling a deceased person's estate (see general statistics on estate settlement). Serving as an estate executor is considered by many to be an unspoken rite of financial passage: a significant undertaking, but a key step in life.

Whether it's your first time serving as an executor, or you're a professional estate attorney, EstateExec online software can help you organize the process and communicate with everyone involved.

Think of EstateExec for estate settlement as Quicken® is for personal finance management. It can't do it for you, but it can provide great assistance (see Why use EstateExec?):

EstateExec was named Web Application of the Year at the Globee Business Excellence Awards, and best online executor software in North America at the Worldwide Finance Awards in 2023 ...see below for other awards.

Come join the many other executors who already rely on EstateExec. Ask a question of the community, save money on services, easily manage your estate. We know it's tough to serve as an executor, and we're here to help. You are not alone!

What People are Saying...

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

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

"Web Application of the Year WINNER" — Globee Business Excellence Awards

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

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

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

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

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

"Best Estate Executor Software Solutions Company!" — Corporate Vision Excellence Awards

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

"Recommended by our estate attorney ... I would highly recommend 
" — Steve A.

"Very helpful ... you are a hero to me" — Steve L.

"Comprehensive and user-friendly ... a fantastic bargain! 
" — The WebApp Market

"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" —

"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.

"BEST estate executor software!" — Software and Technology Awards

"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. I finally gave up: EstateExec has everything needed!" — Carl W.

"A lifeboat on a stormy sea ... saved my life! 
" — Nancy B.

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

"All your questions are answered ... I could quit Googling for my education 
" — Carol A.

"Estate Executor Cloud-Based Software PROVIDER OF THE YEAR! — GameChangers™ Global Awards

"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.


EstateExec costs only ${{price}} per estate (one payment), with access guaranteed for at least 5 years ... our lawyers won't let us promise "forever", but we have no plans to delete your estate or charge you again, and have never done so.

You can also optionally download transactions from your bank for ${{price_import}}/year (first year included free in your estate license).

When you consider the time EstateExec will save you, and that the average estate spends >$12K on legal and accounting fees, it's a fantastic bargain. Plus, EstateExec can be deducted as an estate expense.

Charts and graphs showing overall progress and status

Privacy and Security

We have a simple privacy policy: your data is private. Consequently, all information is encrypted between your browser and our servers, your data is encrypted while on our servers, and we do NOT sell or rent any customer information to third parties: see our Privay Policy for details.

Special Programs

EstateExec makes our services available for free to the families of fallen officers; see Law Enforcement Program for details.


Award Trophy from Software & Technology

EstateExec, based in Silicon Valley, is the leading provider of estate executor software tools. Launched in 2015, the company’s mission is to move the executor process forward from the 18th century to the 21st century, helping executors automatically track and manage estate resolution, along the way making it possible to easily collaborate and share access to estate details with heirs, attorneys, or co-executors. Using EstateExec saves substantial time, often thousands of dollars, and reduces risk.

EstateExec was founded by Dan Stickel to support US estates, and now supports Canadian estates as well. Dan is long-time tech executive with responsibilities for $billions in revenue, including a multi-year stint at Google, a multi-degree Harvard graduate, ... and someone who served as an executor for each of his parents in turn. He is a speaker at the Practising Law Institute, has written for Thomson Reuters' prestigious Estate Planning journal, and is the recipient of an Edison Award for Innovative Software Solutions. EstateExec is produced by Judy's Applications, headquarted in San Jose California. Judy's Applications has a reputation for top quality software, and has been the recipient of hundreds of industry awards.

SoftWeek Award
4.8 Stars in TheWebAppMarket
GameChangers Award
Edison Award Innovative Solution Winner
Globee Web Application of the Year
Trustpilot 4.9 Stars
PLI Authority
Corporate Vision Award
TechnoLawyer Hot Product
Smart Money Squad
Software & Tech Award