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EstateExec

Verified
Estate Planning Software
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  • Starting price Contact vendor
  • Free trial Not offered

What is EstateExec?

EstateExec is an app that helps people administer an estate after someone has died. It is written for first-time executors, professional lawyers and anyone preparing their own estate, and aims to make the process easier and simpler. The site says it automatically generates tasks customised for the estate, computes executor compensation, cost basis and more, and supports attachments for assets, heirs and transactions.

Collaboration is built in. Access can be shared online with edit or view permissions, so an executor can work with other executors, probate lawyers or heirs on the same estate record. The app also tracks the costs that come with a death, listing items such as funeral flowers, asset appraisals, junk hauling and shipping. A free trial is offered with no credit card required, and a one-time fee applies after that if the executor wants to continue.

EstateExec lists a run of industry awards, among them Best Estate Executor Software in North America at the Worldwide Finance Awards, Executor Software Provider of the Year in North America at the 2026 ACQ5 Global Awards, a Use of AI in any Product in any Market award at the BIG 2026 AI Excellence Awards, Web Application of the Year at the Globee Business Excellence Awards and the Edison Innovation Award at the 2023 Edison Awards. The one-time price is not stated as a figure on the captured page.

Key Features of EstateExec

  • Automatically generated tasks customised to the estate
  • Executor compensation calculation
  • Cost basis calculation
  • Attachments for assets, heirs and transactions
  • Online sharing with edit or view permissions
  • Collaboration with executors, probate lawyers and heirs
  • Expense tracking for funeral, appraisal and clean-out costs
  • Free trial with no credit card required
  • One-time fee after the trial
  • Multiple industry awards

EstateExec Pricing

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EstateExec Specifications

Public API
No
Free trial
No
Free plan
No
Runs in browser
No
Customisable
No
Website
estateexec.com

EstateExec Screenshots

EstateExec screenshot 1

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EstateExec FAQs

An app for estate executors that generates a customised task list, tracks assets, heirs and transactions, and calculates items such as executor compensation and cost basis.

Yes. You can share access online and assign edit or view permissions, working with other executors, probate lawyers or heirs.

Yes. EstateExec says you can try it for free with no credit card required.

After the free trial the site describes a one-time fee, but the amount appears only as a placeholder on the captured page, so check EstateExec for the current price.

First-time executors, professional lawyers and people preparing their own estates.