Executor questions, answered
The questions executors ask most, before and while they record an estate.
18 questions. Tap one to read the answer.
Is this legal advice?
No. ExecutorLedger is software, not a law firm. It produces drafts to review with your attorney before you sign, circulate, or file anything.
Will a court accept these documents?
The exports follow your state's court-style format, and each one says on its face when your state expects its own printed form, so the figures transcribe onto it. All fifty states and DC have their own format today. The informal accounting and the national model format are there as well. Review with your attorney before filing.
What does ExecutorLedger cost?
Recording is free for as long as the estate takes, and every document previews free with your real numbers. $149 (one-time payment) per estate removes the watermark, with a full refund if you ask within 14 days. Exporting your records is free at any time. Usually less than one attorney hour, and typically reimbursable by the estate.
Is there a time limit on the free part?
No. Recording stays free for as long as the estate takes, however many months or years that is. You pay only when you want the documents without the watermark.
Do I have to pay before I can see the documents?
No. Every document opens as a free preview with your own numbers, watermarked, so you can see what the finished version contains before deciding.
What is an estate accounting?
It is the record of everything the estate took in and paid out over a period: what it held at the start, the receipts, the disbursements, the gains and losses on anything sold, what went to beneficiaries, and what is left at the end. Charges and credits have to agree.
What is the difference between a formal and an informal accounting?
An informal accounting is the one the beneficiaries review and approve, usually alongside a signed receipt. A formal accounting is filed with the court and follows the state's own format and schedules. Which one an estate needs depends on the state and the situation, and our guide on choosing between them walks through it.
Do I need a password, or even an email address?
No password, ever. You sign in with a one-time link and a six-digit code sent by email. You can start recording before you ever give us an email address.
Who runs ExecutorLedger?
Kaivora LLC, a New Jersey company. It is software, not a law firm, and using it creates no attorney-client relationship.
What happens to the estate's records?
Nothing but you and the people you invite ever see them. There are no advertising trackers, ad pixels, or analytics cookies, and you can export everything, free, at any time.
Can a co-executor see the records too?
Yes. You invite a co-executor by email at whatever role you choose, and the estate's Settings page shows who opened what and when.
Can the attorney and the beneficiaries see it?
Yes, at no extra cost. You invite them by email, and attorneys and beneficiaries join read-only: they can see the record but not change it. Only a co-executor can edit the ledger.
Can I import transactions instead of typing them in?
Yes. Upload a CSV from your bank and match the columns once. Nothing is added to the ledger until you review and accept the batch.
Do you connect to my bank?
No. ExecutorLedger never asks for a bank login and never connects to an account. You download a CSV from your bank yourself and import that.
What if I make a mistake, or record something in the wrong place?
Every entry can be edited or removed, and the running check tells you when charges and credits stop agreeing, so a wrong figure shows up instead of hiding until the end.
I already started in a spreadsheet. Can I move it over?
Yes. Save your spreadsheet as a CSV and import it the same way as a bank file, matching your columns once before anything is added.
How do I get the finished document out?
Each document prints or saves as a PDF from your browser, as many times as you need, for the life of the estate.
Can I delete an estate when it is over?
Yes. Deletion is real and immediate: the records and any uploaded files are destroyed, not archived. Export your copy first, since it is free at any time.
More detail lives on Pricing, choosing the accounting your estate needs, your state’s guide, how your information is handled, and the Privacy Policy. Anything else, email support@executorledger.com.