ExecutorLedger vs. EstateExec

We make one of these products, so keep that in mind. We have tried to be fair below, including where EstateExec is the better choice.

Doing this for an estate? ExecutorLedger keeps these records and produces this document, free until you export. Then $149 (one-time payment) per estate.
Usually less than one attorney hour, and typically reimbursable by the estate.
14-day refund. Your records export free, any time.
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ExecutorLedger, one-time per estate
$149
EstateExec, one-time per estate
$199

Side by side

Price
ExecutorLedger

$149 (one-time payment) per estate

EstateExec

$199 one-time per estate

Free period
ExecutorLedger

✓Free while you work, with no time limit. You pay only for clean documents

EstateExec

10-day free trial

See the documents before paying
ExecutorLedger

✓Every document opens free, with your real numbers, watermarked

EstateExec

Purchase first

Accounting formats
ExecutorLedger

✓Court-style for 50 states and DC, the national model, and the informal accounting beneficiaries sign

EstateExec

General accounting reports

Principal vs. income split
ExecutorLedger

✓Tagged on every entry. Several states’ formats require it

EstateExec

Not found

Books that check themselves
ExecutorLedger

✓Balanced to the penny continuously, plus bank-statement checkpoints

EstateExec

Not found

Bank transactions
ExecutorLedger

✓CSV import with row-by-row review, included

EstateExec

Bank download add-on, $19.99/yr after the first year

Deadlines
ExecutorLedger

✓Statute-cited tracking for all 50 states + DC, with email reminders

EstateExec

✓Task checklists

Executor compensation calculator
ExecutorLedger

✓All 50 states + DC. Schedules computed and statute-cited; “reasonable compensation” states explained plainly

EstateExec

✓Every state

State-by-state task guidance
ExecutorLedger

Written guides

EstateExec

✓A decade of it, for every US state and Canadian province. Nothing else matches it

Free seats for everyone
ExecutorLedger

✓Co-executors record; attorney and beneficiaries read

EstateExec

✓Unlimited free sharing

Official court forms

Neither. Both produce document styles. Anyone who claims otherwise is overclaiming.

“Not found” means we couldn’t find the feature on EstateExec’s public pages when we checked on September 2, 2026. Verify with them before deciding. The guidance row goes to them.

Section 2 of 5.

What EstateExec is

EstateExec has been the executor-software incumbent for about a decade: $199 one-time per estate…

EstateExec has been the executor-software incumbent for about a decade: $199 one-time per estate, automatically customized task guidance for every US state and Canadian province, checklists, an executor-compensation calculator, and reports, with unlimited free sharing. Its reviews are strong (4.7 on Trustpilot at last check), and nothing else matches its breadth of guidance on what to do, in what order, in your state. An optional bank transaction download runs $19.99/year after the first year.

Section 3 of 5.

What ExecutorLedger is

ExecutorLedger is accounting-first: $149 (one-time payment) per estate, free while you work.

ExecutorLedger is accounting-first: $149 (one-time payment) per estate, free while you work.

  • Every document opens free as a watermarked preview with your real numbers, before you pay anything. There is no 10-day clock.
  • Guided plain-language entry (“I paid a bill or expense”, “I sold something the estate owned”) that files every event under the categories a fiduciary accounting requires, including the principal-vs-income split several states’ formats demand.
  • Books that verify themselves to the penny continuously and against your bank statements.
  • CSV bank import with row-by-row review, included.
  • Statute-cited deadline tracking with email reminders and an executor-compensation calculator, both covering all 50 states and DC.
  • A beneficiary registry with final-split arithmetic.
  • Free seats for everyone around the estate (co-executors can record entries; the attorney and beneficiaries read).
  • An inventory report.
  • A reimbursement statement.
  • The informal accounting beneficiaries sign.
  • Court-style documents for 50 states and DC.
  • The national model account.
Section 4 of 5.

How they differ

  • Guidance breadth: EstateExec. Ten years of state-by-state task content counts for a lot. We link to guides; they have written a much larger library of their own.
  • The accounting itself: ExecutorLedger. The most consistent complaint in EstateExec’s own reviews concerns recording transactions and the accounting side. ExecutorLedger was designed backward from the final accounting document to the daily entry, so entries can’t land in the wrong bucket and the books can’t drift without anyone noticing.
  • State export formats. We produce court-style documents for 50 states and DC plus the national model; EstateExec produces general accounting reports. Neither of us produces official court forms. Anyone who claims otherwise is overclaiming.
  • Price. $149 vs. $199, both one-time per estate. Usually less than one attorney hour, and typically reimbursable by the estate. Bank data: our CSV import is included; their bank download is an add-on. Neither difference should decide this alone.
Section 5 of 5.

Who should pick which

If you want a guide to the whole job, the sequence of tasks and what comes next in your state, EstateExec has earned its decade and you should consider it seriously. If the part you dread is the books, with beneficiaries asking where the money went and an attorney or a court asking for an accounting, that is the job ExecutorLedger was built for. You can keep the estate’s ledger free for as long as the estate takes before paying anything.

Prices and features were checked September 2, 2026 against both products’ public pages. They change, so verify before buying either. Whichever you choose, review the final accounting with your attorney.

Keeping the books for an estate?

Recording is free for as long as the estate takes: the ledger, the inventory, the distributions, and the deadlines for your state. Every document opens as a free preview with your own numbers. $149 (one-time payment) per estate lifts the watermark. Full refund within 14 days, and your records export free at any time.

See a sample accounting
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