Steps guidance
Follow the estate in a clear order, see what each step is asking for, and keep the next document, call, filing, or follow-up tied to the part of the process you are actually working on.
Executor checklist and estate organizer
Executor checklist, estate inventory, and next-step guidance in one place.
Keep track of estate paperwork, documents, bank and insurance follow-up, deadlines, and what to do next when you are handling everything yourself.
Start with a free trial and continue at $19/month while the estate is active. Cancel anytime.
Executor checklist, estate inventory, documents, and follow-up in one place
Built for a family member handling the estate without a lawyer or full team
Start with a free trial week, then continue only while the estate is still active
Estate record
Know what is handled and what is still outstanding.
Locate bank, property, and insurance records
Store the details in one working record instead of separate notes.
List debts, recurring bills, and final balances
Track what still needs statements, calls, or confirmation.
Prepare notices, requests, and follow-up dates
Leave yourself the exact next action before you stop for the day.
Designed for the full chain
Discover, decide, gather, prepare, send, follow up, and close out with a record that stays readable the whole way through.
Who it is for
Built for the person handling the estate without a full team behind them.
Adult children managing a parent's estate
Spouses trying to organize accounts and paperwork quickly
Family members coordinating documents and follow-up alone
Anyone who needs a practical working record before filing and outreach
Built for real life
Clear next actions when you are doing this alone and under pressure
Every section is written for someone without legal training who still has to get through the paperwork, deadlines, and bank calls without losing their place.
Plain-language guidance instead of legal shorthand
Prompts focused on what to gather, who to contact, and what to send next
One working record with summaries, follow-up history, and visible loose ends
One working record
Stop scattering notes across texts, folders, spreadsheets, and unopened mail.
Exact follow-up
Know what to request, send, and confirm after each step instead of relying on memory.
Safer progress
Pick back up later without losing track of what was handled, what is waiting, and what still needs a response.
How it works
Keep the estate record organized as the work changes.
Add the people you need to contact, the assets you uncover, the debts that need decisions, and the documents that prove what was sent or received.
Contacts
Keep every bank, insurer, court office, family member, and service provider in one follow-up list.
Assets
Track accounts, property, insurance, vehicles, and other estate assets as you confirm what belongs in the record.
Liabilities
Record bills, claims, balances, due dates, and payment status so unresolved debts do not disappear into notes.
Documents
Keep requested, received, and filed documents tied to the estate work they support.
Pricing
Start affordable and keep moving through the paperwork with a clear next step.
This is for the family member doing the work alone and trying not to lose track of what still needs to be gathered, sent, or followed up on. Start with a free trial and continue monthly while the estate is still active. Cancel anytime.
Active estate plan
Free trial
Then $19/month while you are still gathering records, tracking follow-up, and closing things out. Cancel anytime.
Know what to do next instead of rebuilding your place every time you sit down
Keep documents, contacts, deadlines, and estate records together in one working system
Stay on top of what is still missing, what is waiting, and what needs follow-up next
What you are paying for
You are paying for help through the real executor process: gathering records, tracking calls, following up with institutions, and knowing what needs attention next.
The first week lets you see whether it reduces the confusion fast. The monthly plan covers the ongoing record while the estate is still active and new work keeps showing up, and you can cancel anytime.
This is not a one-time form purchase. It is for the person handling the estate who needs one place to keep paperwork, deadlines, and follow-up from turning into chaos.
Frequently asked questions
Clear answers before you start.
What does the workspace help me track?
It keeps the executor record organized across tasks, contacts, documents, assets, liabilities, and follow-up work.
Is this written for someone without legal experience?
Yes. The guidance assumes you are handling the estate yourself and need clear next actions, not professional shorthand.
Does it only help at the filing stage?
No. The workflow starts earlier with discovery and collection so you can build the record before deadlines pile up.
Can I come back later and keep going?
Yes. Create an account to save the workspace and continue from the same record across sessions.
Ready to start
Start now and keep moving through the paperwork one clear step at a time.
Start with what you already know. Add missing details as records come in. Keep every next action attached to the case instead of rebuilding your place every time you sit down.
Contact the app team
Send a message if you need help, found a problem, or want a feature.
Use this form to contact the Executorwise team. Share what is blocking you, what feels confusing, or what you want the product to handle better.