EstateExec Estate Executor Online Software
EstateExec Makes Executor Duties Easy!
An Estate Executor (also known as a Personal Representative, Administrator, or Trustee) is someone legally responsible for settling a deceased person’s estate. Whether it’s your first time serving as an executor, or you are a professional estate attorney, EstateExec will make the process easier and simpler.
EstateExec is online software that provides an executor with automated guidance, customized for the estate details, and automated financial tracking and calculations. Its comprehensive guide describes the overall process, covering everything from estate EINs to probate signature instructions, and the software automatically generates list of tasks customized for your estate, including due dates.
EstateExec also integrates accounting of assets, debts, expenses, and distributions, and calculates executor compensation, cost basis, and more. It can generate PDF financial reports, such as Inventory and Accounting reports.
You can optionally share access with co-executors, probate lawyers, or heirs, assigning, assigning edit or view permissions.
Runs in a web browser on any platform: PC, Mac, iPhone, Android, etc.
Handles every US state and territory, and every Canadian province and territory.
Is Discontinued By Manufacturer : No
Package Dimensions : 11.93 x 9.02 x 0.08 inches; 0.78 ounces
Item model number : s917394
Date First Available : August 27, 2018
Manufacturer : EstateExec
ASIN : B07GVRGKPH
Online Software for Estate Executors – You could try to figure everything out yourself and do it the old-fashioned way, but why would you?
Automated Guidance – Explains duties, customizes task list per estate, calculates due dates, tracks progress.
Easy Accounting – Integrates financials for assets, debts, expenses, distributions, & more. Calculates executor compensation.
State-Specific – Customizes itself for any US state or Canadian province
Authoritative – Named Best Executor Software by Worldwide Finance Awards in 2023
And More – Export PDF documents, share online access, etc. See Product Description below.
Customers say
Customers find the software easy to use and helpful. They say it’s a useful product for an often challenging role. Customers also appreciate that it provides all the information needed for getting the job done. They mention it makes organizing an estate manageable with step-by-step instructions, lists, and worksheets.
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