Simple and Affordable


per month, billed at $96 yearly

reimbursable by the estate

The easiest way to manage the executor role.

100+ Step Custom Checklist

We’ll build a custom executor plan for you based on your specific situation. It will answer your questions by providing a detailed “how-to” guide to help you manage each of your 100+ duties. Our guidance will help save your time and better manage the process with family members.

Data Vault to Securely Store Information

We provide the ability to store all of your information on one secure location – which is a huge time saver. Things like financial assets lists and personal property lists can help you get organized, streamlining the process.

Instructional Videos

You’ll find instructional videos by co-founder Patrick O’Brien throughout your plan. For executors looking for additional insights on a particular step in the plan, they are a great resource.

State-specific Filing Documents

You’ll find general information like what you’ll need to get a death certificate, and state-specfic documents like the Small Estate Affadavit and Affidavit of Heirship, which can simplify the executor process greatly.

Long Term Access to Your Plan

Most estates take about a year to manage. However, you can have as much time as you need to manage your role as an executor using our tools.

Tools to Track and Manage Progress

You’ll be able to track your progress every step of the way, as your plan is an easy-to-manage checklist. This will allow you to keep track of what steps you have completed, and report progress to beneficiaries as you manage this lengthy process.

100% Money-Back Guarantee

Our refund policy is simple: if you’re not happy with for any reason within the first 30 days, email us and we’ll give you a full refund.

Ready to simplify your duties?

See what people are saying.

“ is a valuable resource for Executors to use in navigating the difficult process of administering an Estate. It provides extensive practical information, and is a product I will recommend to my clients.”

Matthew H. McArdle Fischer

Malone, NY

“ has been fantastic in helping my family move through the executor process. The grouping, steps, and explanations are wonderful making a very painful process less has saved my family stress, time, and money. The information on is mostly not out there … and difficult to find.”

John S.

Tampa, FL

“I loved your site and how something seemingly so complicated and intimidating can be reduced to a checklist, with supports as needed built in. Awsome design. Kind of reminded me of a math book for dummies. I got it!”

Candace K.

Richmond, VA