User Account Basics

Each person using EstateExec usually has one login (i.e., account). The login name for an account is typically the person's email address.

A user account can create one or more estates, and can access additional estates created by other users (if granted permission to do so).

There is no cost associated with a user account, but each estate requires a license. Once licensed, an estate can be accessed by as many user accounts as desired, at no additional charge.

Create User Account

To create a user account:

  1. Click the Create Account menu item in the top right.
  2. Enter the requested information, and press the Create Account button.

Often, a user ends up creating both an account and his or her first estate via the Estates | New menu.

You only need to create an account once.

If you were invited to access an estate that someone else created, and you received an email invitation link, clicking on that link will give you the option to create the account and access the estate all in one step. Alternately, if you already have an account, that emailed sharing link will simply allow you to log into your existing account and access the estate. See Share Access.

Create Estate

Often, you end up creating your first estate during the account creation process.

If not, or you wish to create additional estates, see Create Estate.

Share Estate Access

To share estate access with other accounts, see Share Access.

Modify User Account Info

To change details of your user account (such as your password), log in and then click the Account menu in the top right.

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