Introduction to EstateExec

An estate executor is someone legally responsible for winding down and distributing a deceased person's estate. Some states refer to the executor as the "Personal Representative", or the "Administrator", and if the deceased person had established a trust, you will instead be the "Trustee". To keep things simple, EstateExec just refers to all of these roles as the "Executor".

Serving as an estate executor can be challenging, and for many of us, it will be the first (and only) time we do it. EstateExec is designed to help you make the process as painless and as simple as possible. 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.

Charts and graphs showing overall progress and status

EstateExec provides a customized list of executor tasks, plus a centralized location to collect, manage, and optionally share estate data.

EstateExec also includes a number of discount offers from name-brand suppliers for services commonly needed by executors.

Example discount coupon for associated executor services

These discount offers are associated with particular tasks assigned to your estate, and are usually from name-brand suppliers. EstateExec does not recommend or receive compensation from these discount providers; we make these offers available simply as a service to our customers.

See also Why Use EstateExec?

You can optionally share data with other people, including your attorney or other interested parties (such as heirs), giving them "view-only" or "edit" access. You can also export data into PDF or data files (CSV).

Diagram showing types of sharing
  • Attorney — If you choose to work with an attorney, you can save time and money by organizing and sharing information via EstateExec.
  • Co-Executors — An online EstateExec estate is a great way to coordinate when there are multiple executors.
  • Heirs — Estate disposition can be a stressful time for heirs, and unfortunately, it's quite common for some mistrust to develop. EstateExec can help everyone better understand the overall situation, helping to preserve family relationships.

It's easy to get started!  If you haven't aleady, simply create an estate and start entering information. The Getting Started section of the Guide will help you if you have any questions.

Example first page of sample estate inventory report

You can use EstateExec free for 10 days. If you want to continue using it after the introductory period, just click the License Now button in your estate's Overview tab. While EstateExec does not provide legal or tax advice, it will likely save you weeks of effort and thousands of dollars.

Come join the many other executors who already rely on EstateExec. We know it can be tough to serve as an executor, and we're here to help. You are not alone!


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