Create an EstateExec Estate

Create Estate

It's easy to create an EstateExec estate:

1. Click the Estate | New menu.
2. Enter the requested information and press "OK". Among other things, you will be asked for:
   • Estate Label: This just a short name (e.g., Dad, Robert P. Axelrod) which you can later use to quickly identify the estate, and which you can change at any time.
   • Estate State: This is the decedent's legal state of residence. If you are dealing with a Canadian estate, use the country flag selector in the top right corner of the dialog to switch to the Canadian version of EstateExec.
   • Date of Death: The date of death is used to determine a number of things, including Task due dates. If the estate owner is still living, just leave this blank!

Tip: Each EstateExec user gets his or her own login, and each login can have access to multiple estates. You can create an account and login separately, or as part of creating your first estate. See User Account Basics.

A Note on Trusts

In addition to using EstateExec to manage an estate, you can also use EstateExec to administer a trust. However, estates and trusts are separate legal entities, and their finances must be kept separate. Within EstateExec, the best way to handle an estate which includes a trust is to create an EstateExec "estate" to manage the overall estate, listing the trust as an asset, and a separate EstateExec "estate" to manage the trust, listing the assets contained within the trust. In fact, you don’t even need to be dealing with an estate in order to benefit from using EstateExec to manage a trust. See Executor Guide: Trusts and Using EstateExec as a Trustee for more information.

Free Trial

You can use a new estate at no cost for up to 10 days. If you wish to use an estate beyond the trial period, simply click the License Now button or use the Estate | License menu to pay the one-time $199 license fee for that EstateExec estate.