Enter Decedent Information

EstateExec can provide better service if it knows a few things about the decedent. Moreover, having this information in a central place will be very helpful to you, as you will need to refer to it repeatedly throughout the executor process.

You enter this information on the Decedent tab, which will be named whatever label you chose for your estate.

State of Residence

It is important to enter the decedent's legal state of residence correctly, as it is used to determine various estate requirements.

Date of Death

The date of death is used to calculate due dates on the Tasks tab, to determine applicable tax and inheritance laws, and more. If the estate owner is still living, just leave this blank.

EIN

To obtain an EIN for the estate, you will have to apply to the IRS (see First 3 Months)

SSN

EstateExec doesn't use the social security number for anything; this field is just for your convenience so you can have one location to store everything. You don't have to enter it here if you don't want to.

Phone & Email

Don't worry if you don't have the phone numbers or email address. These can sometimes be helpful in proving identity or logging in, but they aren't strictly required.

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