Overview
What is EstateExec?
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…
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EstateExec
$199
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $199 5 Years Per License
Product Details
- About
- Integrations
- Competitors
- Tech Details
- Downloadables
What is EstateExec?
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, EstateExec aims to reduce the user's overall risk throughout the entire process.
EstateExec is located in Silicon Valley and was launched in 2015
EstateExec Features
- Supported: Executor Guide
- Supported: Executor Task List (Customized)
- Supported: County- and State-specific Probate Forms
- Supported: Executor Compensation Calculator
- Supported: Handles "Small Estates" (state-specific)
- Supported: Reports (Inventory, Cashflow, Tables, Accounting, etc.)
- Supported: Data Privacy & Security
- Supported: Share Access (View-Only, or Full-Access)
- Supported: Customized Guidance
- Supported: Attach Files (i.e., PDFs, PNGs, etc.)
- Supported: Automate Bank Transaction Documentation
- Supported: Upload Assets (e.g., CSV file)
- Supported: Estate Accounting (Automated)
- Supported: Record Executor Reimbursements
- Supported: Log Executor Hours
- Supported: Create Own Tasks
- Supported: Track Estate Distributions
- Supported: Manage Estate Distributions
- Supported: Allocate Items to Heirs & Beneficiaries
- Supported: Executor Statistics
- Supported: Graphs
- Supported: Software Documentation
- Supported: FAQ
- Supported: Free Support
- Supported: Executor Timeline
- Supported: Track Estate Cashflow
- Supported: Manage Estate Cashflow
- Supported: Link Estate Bank Account
- Supported: Track Executor Debts
- Supported: Manage Executor Debts
EstateExec Screenshots
EstateExec Videos
EstateExec Integrations
- Plaid
- Google Cloud Platform
- JustAnswer
EstateExec Competitors
- Trustate
- Executor.org
- EstateWorks
EstateExec Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Countries | United States of America, Canada |
| Supported Languages | English |
EstateExec Downloadables
EstateExec Customer Size Distribution
| Consumers | 95% |
|---|---|
| Small Businesses (1-50 employees) | 5% |
| Mid-Size Companies (51-500 employees) | 0% |
| Enterprises (more than 500 employees) | 0% |
