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EstateExec vs. Legacy Keeper

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    EstateExec

    N/A
    Small Businesses (1-50 employees)
    EstateExec is online software that simplifies the estate settlement process for executors. EstateExec helps executors streamline their responsibilities by helping them automatically track and manage the estate resolution process. The software provides step-by-step guidance customized to a user's estate, automates the estate accounting process, and gives users the flexibility to print reports, and share access with others (including their lawyer). Beyond saving time and money,…

    $199

    5 Years Per License

    Legacy Keeper

    N/AN/ALegacy Keeper is an Estate Planning App for families to work more closely with loved ones and professional advisors. It helps users to prepare for life events by securely centralizing and sharing estate planning documents, contacts, and digital accounts on the Legacy Keeper Estate Planning App. The app is built around an estate planning checklist with high and low-priority items. By providing access as needed to one's spouse, children, executor, estate planning lawyer, financial advisor, tax…

    $40

    per year

    Pricing
    EstateExecLegacy Keeper
    Editions & Modules
    EstateExec
    $199
    one-time fee Per License
    Starter
    $0
    Premium
    $40
    per year
    Concierge
    $400
    per year
    Offerings
    Pricing Offerings
    EstateExecLegacy Keeper
    Free Trial
    YesNo
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional DetailsDiscounts available for those requesting 5+ licenses—
    More Pricing Information