EstateExec is online software that helps executors administer and settle estates, providing automated guidance and automated financial accounting. Whether it's your first time serving as an executor, or you're a professional estate attorney, EstateExec will make the process easier and simpler.
This Reference Manual provides detailed instructions for using EstateExec; see also Executor Guide for a higher level description of the overall estate settlement process.
Think of EstateExec™ for estate disposition as Quicken® is for personal finance management. It can't do it for you, but it can provide great assistance. You can get a general sense for how EstateExec works, and what it can do for you, from the following video:
For a more detailed explanation of how EstateExec is structured, watch the video below:
The EstateExec menu bar along the top provides easy access to context-sensitive commands (the Edit and View menus change depending on which tab you are showing, and the current situation).
Along the left of your browser window, you can see a collapsible outline of helpful topics. You can view or hide sub-topics by clicking on the plus or minus sign at the beginning of each title, you can view a topic by clicking its title, and you can find topics using the title search field at the top of the list.
For detailed instructions using EstateExec, select a topic from the outline on the left, or from fundamentally the same list below (organized slightly differently):