EstateExec vs. Trust & Will

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
Trust & Will
Score 0.0 out of 10
N/A
Trust & Will is an online estate planning documentation generation tool, from the company of the same name in San Diego, California. Sole proprietors can use Trust & Will's services to create a living trust to protect their interests. And small business owners can use the service in succession planning, and estate planning.
$599
one-time fee trust-based estate plan
Pricing
EstateExecTrust & Will
Editions & Modules
EstateExec
$199
one-time fee Per License
Trust-based Estate Plan
$599
one-time fee
Self-guided Probate Plan
$600
one-time fee
Probate Plan with Concierge Support
$1750
one-time fee
Probate Plan with Attorney
$5000
one-time fee
Offerings
Pricing Offerings
EstateExecTrust & Will
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeOptional
Additional DetailsDiscounts available for those requesting 5+ licenses
More Pricing Information
User Testimonials
EstateExecTrust & Will
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