An estate executor (also known as a personal representative, administrator, or trustee) is someone legally responsible for settling a deceased person's estate (see general statistics on estate settlement). Serving as an estate executor is considered by many to be an unspoken rite of financial passage: a significant undertaking, but a key step in life.
Whether it's your first time serving as an executor, or you're a professional estate attorney, EstateExec online software can help you organize the process and communicate with everyone involved.
Think of EstateExec™ for estate settlement as Quicken® is for personal finance management. It can't do it for you, but it can provide great assistance (see Why use EstateExec?):
Guidance — A customized checklist walks you through the executor process, from filing for official death certificates to handling probate, from paying off creditors to disbursing assets in accordance with any will bequests.
Accounting — Helps you easily find and organize assets, document expenses, track disbursements, check off required legal actions, create simple PDFs, etc. You can also download estate account transactions directly from most banks, saving time and minimizing potential errors.
Transparency — Lets you give other people access to estate and will details, easing communications, saving time, and reducing stress and uncertainty typically felt by the non-executors.
Savings — EstateExec will likely save you weeks of effort and thousands of dollars.
