EstateExec Technical Support

How do I get started?

Just create an estate and start entering information: the EstateExec Getting Started Wizard will help you begin. [See more at Using EstateExec...]

How do I purchase an EstateExec license?

To license an EstateExec estate, create or open the desired estate, then click the Estate | License menu and follow the instructions. If there is not a License menu option, you have already purchased a license for this estate. [See more at License Estate...]

What's the best way to print the list of assets (or other data)?

Every table has a menu in its top right corner. Click the menu icon and export to PDF format, which will open a PDF document in a new browser tab, or download the PDF automatically, depending on your browser. You also have the option to create an Inventory Report using the Estate Actions dropdown on the Estate Overview tab. [See more at Print Reports...]

How can I download transactions from my bank?

EstateExec enables you to download estate account transactions from most banks into your Cashflow tab: see Bank Import for details and instructions. EstateExec uses Plaid to manage bank connections; if you are having trouble linking to your bank, please see Plaid Help.

How can I export EstateExec data into another tool, such as Excel?

Every table has a menu in its top right corner. Click the menu icon and export to CSV format, which will download a file to your computer that Excel (and other tools) can read. [See more at Export Data...]

How do I distribute an asset to multiple heirs?

You can make a partial distribution of an asset to an heir. On the Distributions tab, click the Create Distribution button, select the asset you wish to distribute in the top right, select "Asset Percentage" for the Distribution Type, and fill out the percentage of the asset that the given heir should receive. [See more at Manage Distributions...]

My attorney and I both have the estate open in our browsers; why can't he see changes I am making?

Multiple people (to whom you have given permission) can simultaneously view estate contents. However, changes you make are not saved to the server until you press the "Save All" button, and will not be visible to other people until they refresh their browser window (press F5 on the PC, Cmd-R on the Mac). [See more at Share Access...]

Let the Tasks Guide You

We recommend that you let the Tasks Tab guide your attention, allowing the sequence of Tasks to gradually introduce you to estate settlement in {{state || ('your ' + state_word)}}, and to using EstateExec. It's natural to want to dive into particular areas that have caught your interest or that you know need to be accomplished, but it can be confusing to start handling things out of sequence and before you understand the overall context.

Online Documentation

EstateExec provides a rich assortment of online documentation, which you can access via links that individual Tasks suggest, or simply browse as desired. This documentation is organized into the following main categories:

• Introduction: Outlines the main purpose and functionality of EstateExec online software
• Guide: Explains the high level process of being an executor, and how to use EstateExec to help you
• Timeline: Lists key activities and responsibilities by time period
• EstateExec Reference: Provides detailed instructions for using EstateExec software
• Glossary: Simple explanations of common estate terms

AI Lenore

AI Lenore is an intelligent chatbot that can answer questions about estate settlement and using EstateExec. Like any AI agent, she's not perfect, and she cannot provide legal or financial advice, but she can be tremendously helpful. To use AI Lenore, just click on her picture in the bottom right of your screen (see Ask AI Lenore for more information, and for tips for getting the most out of her).

Guided Start

We also offer a Guided Start package for {{price_get_started | currency:$:0}} which provides one hour of personalized assistance from one of our expert consultants. The consultant can explain the basics of EstateExec, help you understand how to best use EstateExec given your situation, and can help you enter data (including basic estate information, assets, debts, cashflow, and more). You can do this all in one sitting, or split your time into 2 sessions so you can gather relevant information that may be needed for data entry. Learn More...