EstateExec™ Makes {{state}} Executor Duties EASY!

Whether you're a first-time executor, a professional lawyer, or preparing your own estate, EstateExec online software makes the process easier and simpler.

Save money and time

Avoid common mistakes

Work by yourself or with others

Try the online software for FREE

Need Help? Contact an EstateExec Specialist today at (800) 806‑2329
You can also try EstateExec for Free – no credit card required Contact an EstateExec Specialist today at (800) 806‑2329. You can also try EstateExec for Free

"Leading estate executor software in North America" — Worldwide Finance Awards 2023

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Creates Plan

Automatically generates list of tasks customized for your estate
Tracks due dates for time-sensitive items
Links to key probate forms and calculators

Automatically customized list of tasks specific to your estate

Explains {{state}} Duties

Comprehensive guide describes overall process
Follows state-specific probate requirements
Includes examples and references

Simplifies Financials

Calculates overall estate value and progress
Tracks income, expenses, transactions, distributions
Computes executor compensation, cost basis, and more

Charts and graphs showing overall progress and status

Centralizes Information

Easily organize everything in one place
Optionally store copies of the will, funeral instructions, ...
Attach files to assets, heirs, transactions, ...

Imports from Bank

Optionally downloads directly from your bank
Automatically identifies distributions, debt payments, etc.
Saves time and easily ensures accounts reconcile

Cash ledger with bank import connections

Gives Discounts

Save $ hundreds with discounts on related services
Funeral flowers, asset appraisals, junk hauling, shipping, ...
National name brand companies and local suppliers

Example discount coupon for associated executor services

And More

You can share access online, assigning edit or view permissions
Work with other executors, probate lawyers, or heirs
Create PDF reports and export CSV files

Share access online or export to common formats

Come join the many other executors who already rely on EstateExec!

Awarded Best Estate Executor Software in North America at the Worldwide Finance Awards 2023
Named Best Estate Executor Tool – – by Retirement Living
Executor Software Provider of the Year in North America at the 2024 ACQ5 Country Awards
Web Application of the Year Winner at the Globee Business Excellence Awards
Recipient of the Edison Innovation Award at the 2023 Edison Awards
Leading Online Estate Planning Resources Provider at the 2024 Global Excellence Awards
Winner of Best Executor Software at the Software and Technology Awards
Rated 4.9 stars – – on TrustPilot reviews

We know it's tough to serve as an executor, and we're here to help. You can try EstateExec for free, and pay only a one-time fee of ${{price}} if you like it. You are not alone!

(no registration required)