EstateExec vs. Legacy Keeper

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
EstateExec
Score 0.0 out of 10
Small Businesses (1-50 employees)
EstateExec is online software that simplifies the estate settlement process for executors. EstateExec helps executors streamline their responsibilities by helping them automatically track and manage the estate resolution process. The software provides step-by-step guidance customized to a user's estate, automates the estate accounting process, and gives users the flexibility to print reports, and share access with others (including their lawyer). Beyond saving time and money,…
$199
5 Years Per License
Legacy Keeper
Score 0.0 out of 10
N/A
Legacy Keeper is an Estate Planning App for families to work more closely with loved ones and professional advisors. It helps users to prepare for life events by securely centralizing and sharing estate planning documents, contacts, and digital accounts on the Legacy Keeper Estate Planning App. The app is built around an estate planning checklist with high and low-priority items. By providing access as needed to one's spouse, children, executor, estate planning lawyer, financial advisor, tax…
$40
per year
Pricing
EstateExecLegacy Keeper
Editions & Modules
EstateExec
$199
one-time fee Per License
Starter
$0
Premium
$40
per year
Concierge
$400
per year
Offerings
Pricing Offerings
EstateExecLegacy Keeper
Free Trial
YesNo
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsDiscounts available for those requesting 5+ licenses
More Pricing Information
User Testimonials
EstateExecLegacy Keeper
ScreenShots

EstateExec Screenshots

Screenshot of Home ScreenScreenshot of User Interface; Cashflow TabScreenshot of User Interface; Overview TabScreenshot of Final Accounting (Customized, and Automated)Screenshot of Example Task (and Task List behind it)Screenshot of Executor Guide

Legacy Keeper Screenshots

Screenshot of the login screenScreenshot of the mobile login screenScreenshot of the main dashboard with a checklistScreenshot of collaborator managementScreenshot of a journal, created every time a document, contact or digital account is added.