Create Estate

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An EstateExec online estate will guide you through the detailed steps of estate settlement, and help you easily organize and manage all aspects of the estate (or trust!).

Diagram showing types of sharing

To create an EstateExec estate:

  1. If you are not already logged in, click "Login" or "Create Account" in the top right of the menu bar, and follow the instructions.
  2. Once you are logged in, click the Estate menu and select "New".
  3. Enter the requested estate information and press "OK".

Tip: You can use the new estate at no cost for up to 10 days. If you wish to use the estate beyond the trial period, simply click the License Now button or use the Estate | License menu to pay the CA$199 license fee.

See also User Account Basics and Getting Started as an Executor.

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