About EstateExec
An estate executor (also known as a personal representative, administrator, or trustee) is someone legally responsible for settling a deceased person's estate (see general statistics on estate settlement). Serving as an estate executor is considered by many to be an unspoken rite of financial passage: a significant undertaking, but a key step in life.
Whether it's your first time serving as an executor, or you're a professional estate attorney, EstateExec online software can help you organize the process and communicate with everyone involved.
Think of EstateExec™ for estate settlement as Quicken® is for personal finance management. It can't do it for you, but it can provide great assistance (see Why use EstateExec?):
- Guidance — A customized checklist walks you through the executor process, from filing for official death certificates to handling probate, from paying off creditors to disbursing assets in accordance with any will bequests.
- Record-Keeping — Helps you easily find and organize assets, document expenses, track disbursements, check off required legal actions, create simple PDFs, etc. You can also download estate account transactions directly from most banks, saving time and minimizing potential errors.
- Transparency — Lets you give other people access to estate and will details, easing communications, saving time, and reducing stress and uncertainty typically felt by the non-executors.
- Savings — EstateExec will likely save you weeks of effort and thousands of dollars.
EstateExec was named Web Application of the Year at the Globee Business Excellence Awards, and best online executor software in North America at the Worldwide Finance Awards in 2023 ...see below for other awards.
Come join the many other executors who already rely on EstateExec. Ask a question of the community, save money on services, easily manage your estate. We know it's tough to serve as an executor, and we're here to help. You are not alone!
What People are Saying...
"Best estate executor software in North America" —
"Ease the burden of being an executor of an estate" —
"Web Application of the Year WINNER" —
"Tremendous ease of use, seems to have thought of everything a person might want to do!" —
"One of the top legal products reviewed [across all categories]" —
"Thank you for creating this site ... truly a life saver." —
"Best Estate Executor Software Solutions Company!" —
"Saved me thousands of dollars within the first 2 months" —
"Very helpful ... you are a hero to me" —
"Extremely helpful and exceptionally well thought-out!" —
"Thank you so much for your dedication to developing this site ... invaluable!" —
"Will be recommending it to my clients that are acting as personal representatives of an estate." —
"Streamline administrative and financial tasks" —
"What a wealth of information ... screams QUALITY at every click of the mouse!" —
"BEST estate executor software!" —
"Saved hundreds: I would have had to dump receipts and logs on lawyer's desk (and he charges $200/hour!)" —
"I spent 6 hours trying to customize a spreadsheet for estate accounting. I finally gave up: EstateExec has everything needed!" —
"On-the-fly reports via sorting and filtering enable you to answer any question you might have" —
"Estate Executor Cloud-Based Software PROVIDER OF THE YEAR! —
"Helped me look for unclaimed property that let me find some surprise funds! —
"What an absolutely amazing tool! You rock!" —
Pricing
EstateExec costs only ${{price}} per estate (one-time payment).
See EstateExec Pricing for information on volume discounts and other options.
When you consider the time EstateExec will save you, and that the average estate spends >$12K on legal and accounting fees, it's a fantastic bargain. Plus, EstateExec can be deducted as an estate expense.
Privacy and Security
We have a simple privacy policy: your data is private. Consequently, all information is encrypted between your browser and our servers, your data is encrypted while on our servers, and we do NOT sell or rent any customer information to third parties: see our Privacy Policy for details.
Special Programs
EstateExec makes our services available for free to the families of fallen officers; see Law Enforcement Program for details.
Company
EstateExec, based in Silicon Valley, is the leading provider of estate executor software tools. Launched in 2015, the company’s mission is to move the executor process forward from the 18th century to the 21st century, helping executors automatically track and manage estate resolution, along the way making it possible to easily collaborate and share access to estate details with heirs, attorneys, or co-executors. Using EstateExec saves substantial time, often thousands of dollars, and reduces risk.
EstateExec was founded by Dan Stickel to support US estates, and now supports Canadian estates as well. Dan is long-time tech executive with responsibilities for $billions in revenue, including a multi-year stint at Google, a multi-degree Harvard graduate, ... and someone who served as an executor for each of his parents in turn. He is a speaker at the Practising Law Institute, has written for Thomson Reuters' prestigious Estate Planning journal, and is the recipient of an Edison Award for Innovative Software Solutions. EstateExec is produced by Judy's Applications, headquartered in San Jose California. Judy's Applications has a reputation for top quality software, and has been the recipient of hundreds of industry awards.
