• Estate Executor Pro - Dashboard
  • Estate Executor Pro - Grid
  • Estate Executor Pro - Kanban
  • Estate Executor Pro - Calendar
  • Estate Executor Pro - Manage
  • Estate Executor Pro - Settings
1 6

Estate Executor Pro

Estate Executor Pro

Manage estate liquidations with confidence

$49.99 CAD
$49.99 CAD
Sale Ausverkauft
Versand wird beim Checkout berechnet
  • Web App
  • Kein Abonnement erforderlich
  • Sofortdownload
Start 7-Day Free Trial Full access. No credit card required.
Vollständige Details anzeigen

Manage estate liquidations with confidence

Estate Dashboard

Get instant visibility into all active estates, total asset values, and distribution progress with real-time metrics and charts.

Distribution Progress Board

Visualize each estate's journey through Probate, Inventory, Valuation, Distribution, and Closed stages with drag-and-drop kanban columns.

Court Date Calendar

Track probate hearings, filing deadlines, and appointment dates with an integrated calendar view across all your cases.

Comprehensive Case Files

Store every detail per estate including asset inventories, valuations, beneficiary rosters, and critical legal documentation.

Heir & Beneficiary Management

Maintain organized records of all beneficiaries, track their distributions, and manage communication history in one place.

Professional Reference Lists

Keep executors, attorneys, appraisers, and asset categories in centralized lookup lists for quick access across all estates.

Priority-Based Workflow

Flag urgent estates with priority levels to ensure critical deadlines, hearings, and distributions are never missed.

Asset Valuation Tracking

Record and update property appraisals, financial account values, and total estate worth with currency-formatted number fields.

Status Lifecycle Management

Move estates seamlessly through the administration lifecycle with clear status tracking at every stage of the process.

Custom Filtering & Search

Quickly find estates by executor, attorney, case status, or any field with powerful search and filter tools.

Filing Deadline Tracking

Stay ahead of probate court deadlines with organized tracking of all filing requirements and key dates.

Distribution Schedule Planning

Plan and track heir distributions with detailed records of amounts, disbursement dates, and confirmation status.

Ready to go in 3 steps

Step 01

Create Account

Set up your secure profile to begin managing your workspace.

Step 02

Activate App

Use your Order Number to unlock full access to your new system.

Step 03

Start Tracking

Ditch the paper scraps and start managing like a pro.

Product Details

What’s Included
Estate Executor Pro transforms the chaos of estate administration into a clear, organized workflow. Legal professionals managing multiple estates know the burden of tracking probate filings, asset inventories, valuations, and heir distributions across dozens of cases. This powerful estate management tool centralizes every detail—from court deadlines and asset appraisals to beneficiary communications and distribution schedules. The intuitive grid view gives you a complete overview of active estates, while the Distribution Progress kanban board visualizes each estate's journey through the administration lifecycle. Never miss critical filing deadlines with the integrated calendar tracking all probate court dates. Built-in reference lists keep executors, attorneys, and asset categories organized and accessible. With customizable status tracking, priority management, and comprehensive notes, you'll reduce errors and accelerate case resolution. The dashboard provides instant insight into estate values, distribution progress, and workload balance. Estate Executor Pro is the professional's choice for fiduciary administration—bringing order to complexity and confidence to every distribution.
How You Get It

Secure Account Access. You will receive a unique setup link via email immediately after purchase. Simply follow the link to create your account and activate your workspace using your Order Number.

Your access is tied to your email, allowing you to log in from any device without needing to download or manage files.

Everything you need to know.

Do I need to pay a monthly fee?
No. Your purchase includes a full 1-year subscription with a single upfront payment. We don't believe in surprise monthly bills or "subscription creep."
What devices can I use this on?
Anything with a browser. Our systems are fully responsive and optimized for iPhone, Android, tablets, and desktops. Your data stays in sync across all devices automatically.
Can I track different parts of my life at once?
Yes. You can create up to 3 separate "Workspaces" within your account. Each acts as its own private environment—perfect for keeping business, home, and personal data independent.
Can I share my workspace with others?
Yes. Easily invite crew or family with real-time syncing. Set permissions: Admins (full control), Members (edit data), or Viewers (read-only).
I'm not "tech-savvy"—is it hard to set up?
It’s built for speed. We skip enterprise bloat. You’ll receive a 5-minute video walkthrough showing exactly how to start tracking immediately. If you can use a smartphone, you can use this.
What happens to my data?
You are in control. Information is stored securely and accessible only by you. You can also choose to keep your data stored locally on your own device for a completely offline experience.
What happens after my 1-year access ends?
You choose your next step. We will reach out with a simple option to renew your access for another year. You’ll never be auto-charged; you decide if you want to keep going.

Still not sure? Try it first.

Take the system for a test drive. Start your 7-day free trial today and see how much time you save. No credit card required, no risk, no strings attached.

Start your 7-day free trial Full access. No setup fees.
★★★★★ 9,000+ Sales & 5-Star Reputation
Verified Secure Checkout
Instant Digital Delivery