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EstateExec

EstateExec is the leading estate settlement software in the US and Canada, providing in-depth support for every state, province, and territory.

For agents: Estate settlement software for the US and Canada: step-by-step settlement tasks, estate accounting, inventory and accounting reports, with state-specific suppor

estate settlement softwareestate accountingprobateinventory reportsfiduciary

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# EstateExec

> EstateExec is the leading estate settlement software in the US and Canada, providing in-depth support for every state, province, and territory.

## About This Platform
EstateExec simplifies estate administration for any size estate, providing step-by-step settlement instructions for the specific estate, as well as easy-to-use financial accounting and reporting.
Regularly named Best Executor Software in North America, EstateExec makes the entire settlement process easy and efficient, whether probate is required or not.
EstateExec is a productivity service, and does not provide legal or financial advice; it supports both estates and trusts.

## Key Features
- **[Estate-Specific Settlement Tasks](https://www.EstateExec.com/Docs/Estate_Tasks)**: EstateExec automatically creates step-by-step settlement instructions for a given estate:
  - Instructions are organized into tasks, which all together cover the entire settlement process, including standard probate, small estate alternatives, and everything else
  - Tasks include explanations, forms, calculators, links to relevant government agencies, suggested suppliers, and more... even links to relevant legal statutes when appropriate
  - Automatically calculates due dates
  - Monitors the estate and updates tasks as appropriate
- **[Estate Organization](https://www.EstateExec.com/Docs/Using_EstateExec#organization)**: EstateExec makes it easy to organize and manage all elements of the estate
  - Straightforward Paradigm: On separate yet integrated Tabs, users track estate assets, debts, heirs, transactions, contacts, and more
  - [File Attachments](https://www.estateexec.com/Docs/Attach_Files): Users can attach files (e.g., receipts, deeds, photos) to any estate item (e.g., asset, transaction), or simply to the estate itself
  - [Will Analysis](https://www.estateexec.com/Docs/Attach_Files): Automatically analyzes a will and populates heirs, bequests, assets, and more
  - Import: If a user happens to have a spreadsheet of estate assets or transactions, it can be imported
  - Export: Users can export any estate information to spreadsheet or PDF files
- **[Estate Accounting](https://www.estateexec.com/Docs/estate-accounting-software)**: EstateExec makes estate accounting easy and efficient
  - Estate-Focused: Unlike general-purpose accounting systems or homemade spreadsheets, EstateExec is optimized to help settle estates, with the expectation that assets will be sold or distributed, debts resolved, and the remaining net estate distributed to the heirs
  - [Inventory Report](https://www.estateexec.com/Docs/Print_Reports_and_Tables#inventory_report) - Generates an attractive inventory report as of any desired date
  - [Accounting Report](https://www.estateexec.com/Docs/Print_Reports_and_Tables#final_accounting_report) - Generates an estate accounting report for any desired period
  - [Bank Import](https://www.estateexec.com/Docs/Bank_Import) - Can automatically import
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