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General Help

Customized Estate Tasks

First and foremost, we recommend that you go through your estate's customized Task list in sequence, as the Tasks will gradually introduce you to estate settlement and using EstateExec.

Online Documentation

EstateExec also provides a rich assortment of online help, including the general Executor Guide you are currently reading, the EstateExec Reference Manual for help with using the software, the EstateExec FAQ, and more.

AI Lenore

AI Lenore is an intelligent chatbot that can answer questions about estate settlement and using EstateExec. Like any AI agent, she's not perfect, and she cannot provide legal or financial advice, but she can be tremendously helpful. To use AI Lenore, just click on her picture in the bottom right of your screen (see Ask AI Lenore for more information, and for tips for getting the most out of her).

Technical Support

If you have a question about using the EstateExec software itself, please check the above resources or contact support@EstateExec.com. We will generally get back to you within 24 hours, often much sooner.

Guided Start

We also offer a Guided Start package for $149 which provides one hour of personalized assistance from one of our expert consultants. The consultant can explain the basics of EstateExec, help you understand how to best use EstateExec given your situation, and can help you enter data (including basic estate information, assets, debts, cashflow, and more). You can do this all in one sitting, or split your time into 2 sessions so you can gather relevant information that may be needed for data entry. Learn More...

Legal Questions

If you have a question about a legal matter, it can be helpful to talk to an experienced lawyer. EstateExec has partnered with companies that can help you with legal advice as needed, at a price far below what you would normally have to pay to retain a lawyer.

JustAnswer®

JustAnswer is a subscription service that allows you to pay a modest monthly fee to get answers to your legal questions as they arise. Simply type your question online, and get matched with a relevant expert. You can talk, text, chat, even send documents and photos for review.

JustAnswer costs $5 to join and $60/month – significantly less than retaining a lawyer, and you can cancel any time. Founded in 2003, JustAnswer has a star-studded executive team and Board, including Board Member Charles Schwab.

To get started, just type your question in the chat window below. Please note that this service is for legal questions only ... see below for support using the EstateExec software.

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LegalShield

LegalShield is another subscription service that can provide legal answers about probate. LegalShield was founded in 1972, and costs only $30/month to join, but unlike JustAnswer, there is no trial period.

Once you become a member, when you want advice, just log into your account, answer a few questions, upload any relevant documents, and schedule a call with your law firm. If your questions are complex or you need follow-on help, you can get assistance from a lawyer at a discounted consulting rate.

To get started, click LegalShield Personal Plans.

Other Services

EstateExec offers other services as well: please see Available Services.