# EstateExec

> EstateExec is the leading estate settlement software in the US and Canada, providing in-depth support for every state, province, and territory.

## About This Platform
EstateExec simplifies estate administration for any size estate, providing step-by-step settlement instructions for the specific estate, as well as easy-to-use financial accounting and reporting.
Regularly named Best Executor Software in North America, EstateExec makes the entire settlement process easy and efficient, whether probate is required or not.
EstateExec is a productivity service, and does not provide legal or financial advice; it supports both estates and trusts.

## Key Features
- **[Estate-Specific Settlement Tasks](https://www.EstateExec.com/Docs/Estate_Tasks)**: EstateExec automatically creates step-by-step settlement instructions for a given estate:
  - Instructions are organized into tasks, which all together cover the entire settlement process, including standard probate, small estate alternatives, and everything else
  - Tasks include explanations, forms, calculators, links to relevant government agencies, suggested suppliers, and more... even links to relevant legal statutes when appropriate
  - Automatically calculates due dates
  - Monitors the estate and updates tasks as appropriate
- **[Estate Organization](https://www.EstateExec.com/Docs/Using_EstateExec#organization)**: EstateExec makes it easy to organize and manage all elements of the estate
  - Straightforward Paradigm: On separate yet integrated Tabs, users track estate assets, debts, heirs, transactions, contacts, and more
  - [File Attachments](https://www.estateexec.com/Docs/Attach_Files): Users can attach files (e.g., receipts, deeds, photos) to any estate item (e.g., asset, transaction), or simply to the estate itself
  - [Will Analysis](https://www.estateexec.com/Docs/Attach_Files): Automatically analyzes a will and populates heirs, bequests, assets, and more
  - Import: If a user happens to have a spreadsheet of estate assets or transactions, it can be imported
  - Export: Users can export any estate information to spreadsheet or PDF files
- **[Estate Accounting](https://www.estateexec.com/Docs/estate-accounting-software)**: EstateExec makes estate accounting easy and efficient
  - Estate-Focused: Unlike general-purpose accounting systems or homemade spreadsheets, EstateExec is optimized to help settle estates, with the expectation that assets will be sold or distributed, debts resolved, and the remaining net estate distributed to the heirs
  - [Inventory Report](https://www.estateexec.com/Docs/Print_Reports_and_Tables#inventory_report) - Generates an attractive inventory report as of any desired date
  - [Accounting Report](https://www.estateexec.com/Docs/Print_Reports_and_Tables#final_accounting_report) - Generates an estate accounting report for any desired period
  - [Bank Import](https://www.estateexec.com/Docs/Bank_Import) - Can automatically import transactions from the estate account bank
  - [Cost Basis Calculations](https://www.estateexec.com/Docs/Cost_Basis) - Calculates cost basis step-up where appropriate, tracks transaction impact, and reports distribution cost bases
  - [Executor Fee Calculation](https://www.estateexec.com/Docs/executor-fee-calculator) - Calculates jurisdiction-specific executor fees after analyzing the estate
- **[Online Collaboration](https://www.estateexec.com/Docs/Working_with_Others)**: Users can collaborate online with others as desired (e.g., co-executors, lawyers, accountants, etc.)
- **Knowledge Base**: EstateExec's extensive knowledge base is elegantly organized in a tree-like structure in the left pane. The most important top-level nodes are (with further details available in the respective subtrees):
  - [Executor Guide](https://www.EstateExec.com/Docs/Guide) - Explains how to settle an estate in general, with details for each state or province
  - [Reference Manual](https://www.EstateExec.com/Docs/Reference_Manual) - Explains **how to use EstateExec software** to settle an estate

## Users
First-time executors, experienced executors, and professional probate lawyers all use EstateExec to settle estates after a death.
Estate owners sometimes use EstateExec in advance, to make the future administration of their own estates easier.
EstateExec is also used by trustees to manage trusts.

## Support
- **Free Initial Consultation**: All EstateExec users can schedule a free initial consultation to familiarize themselves with estate settlement and basics of EstateExec software, plus get answers to any particular questions
- **[AI Lenore](https://www.estateexec.com/Docs/ai-estate-administration-help)**: EstateExec's intelligent chatbot uses EstateExec's specific knowledge base to answer questions about estate settlement and/or using EstateExec
- **Unlimited Email Support**: EstateExec aims to answers all emails within 24 hours, but is usually much quicker
- **Live Phone Support**: EstateExec can also provide live phone or even screen-sharing support
- **[Paid Consulting](https://www.estateexec.com/Docs/ai-estate-administration-help)**: If desired, users can purchase paid consulting to help with initial set up, data population, or anything else

## Awards
EstateExec has won numerous awards from organizations including Globee, Business Intelligence Group, and the Edison Awards, and is regularly named Best Executor Software in North America (see [partial list](https://www.estateexec.com#awards)).
It has a 4.9-star rating on [Trustpilot](https://www.trustpilot.com/review/estateexec.com).

## Company
- **[About Us](https://www.estateexec.com/about.html)**: Company details
- **Contact**: support@EstateExec.com