Executor of Estate Software

The role of executor of the estate is a complex but important job. You’ll have more than 100 duties in the role. Completing the executor process typically takes about a year.

We provide comprehensive resources to help guide you through this challenging process. We’ll build you a custom executor checklist to guide you through your executor duties. We’ll offer insights on each of the 100+ steps in the process. We even offer a Data Vault to allow you to capture important information, like funeral costs and executor expenses. So, we offer tools to help keep you organized, guide you through the process, safely store information, and track expenses. We invite you to peruse our site and encourage you to get a custom Duties of an Executor checklist. You can try it for free.

If you choose to purchase our service to guide you through your executor duties, we believe that it will save you both time and money. It will also help you complete the role more quickly, making beneficiaries happy as you settle the estate quickly and efficiently. To give you comfort that you’re making a good decision, Executor.org comes with a money back guarantee. Also, expenses incurred as an executor of an estate are typically reimbursed by the estate, so the cost will not be your cost to bear.

Our service has been featured on sites like Legacy.com and Forbes.com, as well as the Huffington Post and the Senior List. Executor.org is a service that you can trust to help you through this challenging process.

Being an executor is hard. Let us help you make it easier. We’re experts in the estate settlement process and would like to help you simplify the role. Thank you in advance for letting us be of service to you.

The executor process can easily surpass several hundred steps that the executor needs to complete in order to settle an estate. Our online program will create a custom plan and executor checklist showing the steps (and the order) that you need to complete.

The executor checklist can be summarized in the “15 Primary Duties of an Executor ” below. Note that each executor’s specific duties and checklist will vary based on their state, the estate they are settling, the deceased’s will and several dozen other factors.

15 Primary Duties of an Executor

1. Learn about the Role and Responsibilities of an Executor
2. If Possible, Interview the Will Maker
3. Obtain and Review the Latest Will and Trusts
4. Hire the Relevant Professional Team to Support You
5. Plan and Manage the Funeral
6. Create a Detailed Record-Keeping System
7. File the Will with the Probate Court and Obtain the Death Certificate
8. Notify Necessary Organizations of the Death
9. Find, Value, and Protect Assets
10. Manage the Estate, Eliminating Unnecessary Costs
11. Determine and Pay Debts of the Estate, Including Taxes
12. Create a Plan for Distribution or Sale of Personal Property
13. Sell the Real Estate
14. Distribute Estate According to Will and Close the Estate
15. Plan your Own Estate

Let Executor.org assist you through each step of the Duties of an Executor checklist. We can help you understand the responsibilities and duties of the executor role at each step along the way. With an account, we can help you track your progress, and you can utilize our spreadsheets to keep track of important financial details. We offer the best tools available to help you in your executor duties. And, since you can save your work, you can start today and just do a little at a time, as you are able to do so. Think of it as an executor checklist — but a whole lot more helpful!  Click here to get started.