Serving as an executor can be a challenging and emotional task. We're here to help.
EstateExec is online software that helps estate executors fulfill their duties, providing automated guidance and automated financial accounting. You can think of EstateExec as something like Quicken®, but optimized for the estate settlement process. It customizes guidance to the particulars of your estate, helps manage financials, generates standardized reports, and even calculates executor compensation. [See more at EstateExec Introduction...]
EstateExec makes the executor process easy, from understanding your responsibilities to tracking debt payments and asset distributions. It also includes discount coupons for related third-party services. EstateExec will save you time, money, and possibly your family relationships. You could do things the old-fashioned way, but why would you? [See more at Why Use EstateExec...]
Yes! Hiring a lawyer to settle an estate is like hiring an accountant to do your taxes: you still have to do a lot of work yourself. EstateExec will make it easier to organize estate assets and debts, track your expenses, manage distributions, and even coordinate with your lawyer. [See more at Working with Others...]
Yes. Some provinces call the role an "executor", while others call it a "personal representative", "estate trustee", or "liquidator", but the responsibilities are the same. If you are appointed by a court rather than being named in the will, you may be called an "administrator" ... but again, you still have the same responsibilities. A "trustee" oversees a trust rather than a standard estate and will, and while there are in fact some differences to this role, these distinctions are quite minor for EstateExec. [See more at What is an Executor...]
You can use EstateExec for free for 10 days, so you can see for yourself how helpful it is. After that, it costs only CA${{price}} per estate (one payment), which you can deduct as an estate expense. You can also optionally download transactions from your bank for CA${{price_import}}/year (first year included free in your estate license).
When you think about the thousands of dollars you will likely spend on legal services, it's a real bargain. Plus, its money-saving coupons for third-party services (e.g., shipping, appraisals, junk hauling, etc.) will more than pay for itself. You can't afford not to use EstateExec! [See more at License Estate...]
EstateExec provides an interactive checklist of tasks customized to your situation: see sample estate checklist. [See more at Executor Guide...]
Just create an estate and start entering information: the EstateExec Getting Started Wizard will help you begin. [See more at Getting Started...]
EstateExec can optionally link to the bank that holds your estate account, and automatically download transactions for you. [See more at Bank Import...]
The Executor Guide contains all sorts of interesting statistics about estate settlement. [See more at Executor Timeline...]
An executor is not required to use a lawyer, but a lawyer can be helpful in many cases. EstateExec can help you find a lawyer if desired, and you can work together with your lawyer (or anyone) using EstateExec's online sharing capability. [See more at Lawyers...]
EstateExec lists relevant third-party services (and in some cases money-saving discounts) simply to be helpful to our customers. EstateExec does not recommend or endorse any third party services, and receives no compensation from these services (with the obvious exception of legal services).
Certain events in a person's life qualify as "financial rites of passage": obtaining your first credit card, buying a house, combining finances with a significant other, retirement, estate planning, and so forth. Serving as an executor is another such financial rite of passage, one which few discuss in depth, and for which there are few resources, yet the effort and impact can be profound. [See more at Executor Rite of Passage...]
You can use EstateExec on Windows PCs, Macs, iPads, mobile phones and more. Just open an Internet browser, go to www.EstateExec.com, and login. [See more at User Account Basics...]
EstateExec takes security very seriously, and encrypts all transmissions between your browser and our servers, encrypts the data on our servers, and provides additional protections as well. In fact, EstateExec runs on Google Cloud, and is thus protected by Google's world-class physical and software security. We do not sell or rent any of your data to third parties. [See more at Privacy Policy...]
To license an EstateExec estate, create or open the desired estate, then click the "License Now" button on the Overview tab and follow the instructions. If there is no blue License button in the top right, you have already purchased a license for this estate. [See more at License Estate...]