Best for

• First-time executors/personal representatives who want a step-by-step instructions for settling a specific estate
• Executors who need estate accounting (tracking receipts, expenses, creditor payments, and distributions) with clean, printable reports
• Estates where multiple people must collaborate (co-executors, attorney, accountant, or heirs) using shared access or reports
• Executors who want to import transactions from an estate bank account to reduce manual entry and reconciliation errors
• Anyone who needs a centralized record system with attachments (death certificate, letters, invoices, receipts, appraisals, etc.)

How it works

1. Create the estate (free trial): Start an estate in the web app (EstateExec allows use for free for 10 days; no credit card, email, or registration required for the trial).
2. Generate a customized plan: EstateExec builds a state-specific executor task list tailored to your situation and provides a guide explaining responsibilities, timelines, and common pitfalls.
3. Enter core estate information: Add decedent details, heirs/beneficiaries, assets, debts, and key contacts; attach documents where helpful.
4. Track financials in one ledger: Record income, expenses, debt payments, and distributions using estate-focused accounting (rather than general-purpose bookkeeping).
5. Optional bank import: Link the estate account to download transactions via Plaid; accept/modify/reject transactions and merge duplicates to keep the ledger accurate.
6. Collaborate and share: Grant Edit or View-only access to co-executors, professionals, or others; alternatively export reports to PDF or export tables to CSV for Excel.
7. Produce reports: Generate inventory and accounting reports (and print/export tables) for your records, heirs, or probate-court-related submissions as needed.

What it does for Executors

EstateExec is a full-stack executor workflow: it combines state-specific guidance with estate-native accounting and audit-friendly reporting. Instead of juggling notes, folders, and spreadsheets, an executor can inventory assets/debts, track every estate transaction and distribution, keep documents attached to the relevant items, and export standardized reports when beneficiaries, professionals, or the court require transparency.

Key estate capabilities (as described by EstateExec)

• Automated, customized task list: Estate-specific tasks with state-based guidance and references
• Estate accounting: Track assets, expenses, income, debts, transactions, and distributions; generate accounting reports
• Bank transaction import: Optional downloads from the estate bank account via Plaid; accept/modify/reject and merge matching entries
• Executor-specific calculations: Tools such as executor compensation and cost basis step-up (as described)
• Sharing & transparency: Invite others with Edit/View access; or share via PDFs/CSVs
• Attachments: Upload and associate documents with the estate overall or specific items (assets, transactions, tasks, contacts)
• AI help inside the app: “AI Lenore” for help using features (with caveats and quotas)

Not ideal for

• Executors who want a professional to “do it all” without the executor tracking tasks, inventory, and transactions
• Users seeking legal or tax advice inside the software (EstateExec provides workflow/tools, not legal/tax counsel)

Pricing & access

• Free trial: EstateExec states you can use the software free for 10 days (no credit card, email, or registration required for the trial).
• License cost: $199 per estate (one-time payment). The license is per estate, not per user (so sharing access does not add licensing cost).
• Optional bank import: EstateExec states bank transaction download is $19.99/year after the first year (first year included free with the estate license).
• Collaboration: Additional users can be granted access via the Estate | Share menu (Edit/View permissions) at no additional estate license cost.

Security & standards

EstateExec describes a privacy-first posture: it does not sell or rent customer data, encrypts transmissions and stored data, runs on Google Cloud infrastructure, and maintains backups with geographic dispersion. It also notes executors can use the platform without storing highly sensitive identifiers if they prefer (e.g., SSNs, EINs, account numbers).

FAQs

Q: What is EstateExec?

A: EstateExec is online software for executors and personal representatives that combines state-specific estate settlement guidance with integrated estate accounting and standardized reporting.

Q: Do I still need EstateExec if I have a lawyer?

A: Often yes. EstateExec is designed to help you organize inventory, track expenses and distributions, keep documents, and coordinate with counsel—so legal time is spent on legal issues, not reconstructing records.

Q: Can co-executors, professionals, or heirs see the estate data?

A: Yes. You can grant Edit or View-only access via the Estate | Share menu, or share information via PDF reports and CSV exports.

Q: Do I have to enter every transaction by hand?

A: Not necessarily. EstateExec offers optional bank import via Plaid to download estate-account transactions and then accept/modify/reject entries; it also supports importing a CSV transaction file.

Q: What reports can EstateExec generate?

A: EstateExec provides pre-defined, formatted reports including Inventory and Accounting, and it also allows printing/exporting any table (PDF) and exporting data (CSV).

Q: Is my data secure?

A: EstateExec states it encrypts transmissions and stored data, runs on Google Cloud, and does not sell or rent customer data.

About this Listing

Executorium will NOT receive compensation if you engage with this business.

Learn More

– Official site: https://www.estateexec.com/
– Executor Guide: https://www.estateexec.com/Docs/Guide

– Small Estates: www.estateexec.com/Docs/settling-small-estates)
– Pricing: www.estateexec.com/pricing.html
– Estate accounting overview: www.estateexec.com/Docs/estate-accounting-software
– Reports: www.estateexec.com/Docs/Print_Reports_and_Tables
– Share access: www.estateexec.com/Docs/Share_Access
– Bank import: www.estateexec.com/Docs/Bank_Import
– Privacy & security: www.estateexec.com/Docs/Privacy_and_Security
– FAQs: www.estateexec.com/FAQ.html
– EstateExec Awards List: www.estateexec.com/#awards
– Trust Pilot Rating: www.trustpilot.com/review/estateexec.com

EstateExec in Their Own Words: Explainer Video

See also

Related topics: estate accounting and fiduciary reporting, executor task checklists, inventory and asset management, creditor payment tracking, distribution workflows, working with probate counsel.