for Lawyers

EstateExec for Lawyers

EstateExec online software helps lawyers (and consumers) administer estates and trusts. Come join the 21st century!

Simplify Administration
  • Easy organization and automated calculations
  • Optionally share with clients and monitor activity
  • Only ${{price}} per estate, with volume discounts available
Charts and graphs showing overall progress and status
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
Minimize Errors and Improve Communications
  • Integrated accounting of assets, debts, cashflow, and distributions
  • Automated calculation of heir percentage allocations versus targets
  • Automated executor compensation calculations
  • Export into PDF documents or CSV files
  • And more...
Share access online or export to common formats