License Estate

Basic Terms

EstateExec costs only $199 per estate (one payment). If you grant other users the right to access the estate, they will not have to pay a separate license fee to access the estate: the license is per estate, not per user.

You can access your licensed estate until it is no longer needed (our lawyers won't let us promise you can access your estate "forever", but we have no plans to delete your estate or charge you again, and have never done so).

You can also optionally download estate account transactions from your bank for $19.99/year (first year included free in your estate license): see Bank Import for details.

See Terms and Conditions for additional information.

General Instructions

To license an estate:

1. Log into EstateExec and create or open the desired estate
2. Click the Estates | License menu option (or click the "License Now" button) and follow the instructions

If there is no License option, you have already purchased a license for the estate.

Licensing Problems

If you are having trouble licensing an estate, please double-check that you are entering your credit card information correctly. If that does not resolve the situation, please contact Support@EstateExc.com and we will help you.

If you are being asked to license your estate and you believe you have already paid the license fee:

• Please check that you are using the correct estate. People sometimes create multiple estates as they first explore EstateExec, and end up trying to use the wrong one later on. You can switch between your estates using the Estate | Open menu.
• Please check that you are using the correct login. People sometimes create multiple logins as they first explore Estate, and end up trying to use the wrong one later on. You can switch between logins by using the Logout menu in the type right, then clicking the Login menu to log into the correct account. This can be particularly tricky to figure out if you had a typo in your original login, and you may need to contact Support@EstateExec.com to have them try to help you figure out your login name.

Corporate Users

If you are an authorized user for an organization that has purchased a volume license, once you click the "License Now" button you will be given the choice to assign a license from your company's pool of pre-purchased licenses.

To obtain permission to assign company licenses:

1. From your organization's EstateExec license administrator, obtain your company's EstateExec ID and a personal authorization code
2. Log into EstateExec and open the Account page (top right menu)
3. Click the Corporate tab
4. Enter the company ID and your authorization code, then press the Authorize button

Once you have established yourself as a Corporate user, you will also be able to see a simple dashboard of all your estates: