License Estate

To continue using an estate beyond its 10-day trial period (and access its discount coupons), you must purchase an EstateExec license for the estate.

Basic Terms

A license for an EstateExec estate costs $199 (one payment), and is good for at least 5 years (our lawyers won't let us promise "forever"). Since most estates are settled within 6-18 months, this should be plenty of time for the vast majority of executors. 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 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.

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 at the top of this page) and follow the instructions

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

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
  5. You will now be able to assign estate licenses from your corporate pool.
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