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EASY
Estate Administration
EstateExec
™
Online Software
TRY IT FREE!
no registration required
"Streamline administrative and functional tasks"
— Law.com
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"
— {{slide.author}}
Simplify Estate Settlement
EstateExec online software helps lawyers administer estates and trusts.
Come join the 21st century!
Minimize drudgery
Create beautiful reports
Optionally collaborate online with clients
Try the online software for FREE
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Easier Administration
Clear organization and automated calculations
Optionally share with clients and monitor activity
Only
${{price}} per estate, with volume discounts available
Centralized Information
Easily organize everything in one place
Attach files to assets, heirs, tasks, transactions, ...
Share Edit or View access with others
Simpler Accounting and Reporting
Integrated accounting of assets, debts, cashflow, and distributions
Attractive Inventory and Accounting reports
Export anything into PDF documents or CSV files
And more...
Import Directly from Bank
Optionally import from bank estate account
Automatically identify distributions, debt payments, etc.
Save time and easily ensure accounts reconcile
Come join the many other lawyers who already rely on EstateExec!
Awarded Best Estate Executor Software in North America
at the
Worldwide Finance Awards 2023
Named Best Estate Executor Tool
–
– by
Retirement Living
Web Application of the Year Winner
at the
Globee Business Excellence Awards
Recipient of Edison Innovation Award
at the
2023 Edison Awards
Leading Online Estate Planning Resources Provider
at the
2024 Global Excellence Awards
Winner of Best Executor Software
at the
Software and Technology Awards
Rated 4.9 stars
–
– on
TrustPilot reviews
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