Make
Estate Accounting
EASY!
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Simplify Estate Financials

Manage estate and trust accounting with EstateExec online software.
 Come join the 21st century!

Executor Welcome Video
Easy to understand
Superior organization
Beautiful reports
Try the online software for FREE

Easy Record-Keeping and Reporting

  • Integrated accounting for assets, expenses, distributions, etc.
  • Easier and better than general accounting tools or spreadsheets
  • One-click inventory and estate accounting reports
  • Export anything into PDF documents or CSV files
Share access online or export to common formats

Can Import Directly from Bank

  • Optionally import from bank estate account
  • Automatically identify distributions, debt payments, etc.
  • Save time and easily ensure accounts reconcile
Cash ledger with bank import connections

Practical Estate Features

  • Reimbursable executor expense tracker
  • Estate-specific executor fee calculator
  • Intelligent cost basis step-up
Example cost basis dialog

Centralized Bookkeeping

  • Easily organize everything in one place
  • Attach files to assets, heirs, tasks, transactions, ...
  • Share Edit or View access with others
Centralized data optionally shared with other parties

Easier Administration

  • Clear organization and automated calculations
  • Understand status at a glance
  • Save time and money
Charts and graphs showing overall progress and status

Come join the many others who already rely on EstateExec for estate and trust accounting!

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