Pricing

Keep the estate’s books free for as long as it takes. Pay once, per estate, only when you want the finished documents.

Per estate
$149
(one-time payment) per estate
Usually less than one attorney hour, and typically reimbursable by the estate.
  • Free until you want the finished documents
  • No subscription and nothing to renew
  • Full refund within 14 days

By starting you agree to our Terms and Privacy Policy.

See a sample accounting
Top of the sample informal Accounting of the Estate: the estate name, the title, and the Summary of Account showing charges and credits.

How paying works

  1. 1

    Start free

    No card, and no email needed to begin.
  2. 2

    Record and preview

    Enter what the estate receives and pays. Every document fills in as you go, as a watermarked preview.
  3. 3

    Pay once, when you're ready

    $149 (one-time payment) removes the watermark from every document for that estate, with nothing to renew.

What’s free, and what the $149 adds

FeatureFree$149
Record the ledger, inventory and distributions
Included
Included
Deadlines for your state
Included
Included
Bank CSV import
So you don't type every transaction by hand.
Included
Included
Seats for co-executors, the attorney and beneficiaries
Co-executors can edit. The attorney and beneficiaries read.
Included
Included
Export your records as CSV or JSON
At any time, whether or not you ever pay.
Included
Included
Every document, filled in with your numbers
Free as a watermarked preview. The $149 removes the watermark.
Preview
Included
Documents ready to print, sign and share
Not included
Included
As many exports as you need
For the life of the estate.
Not included
Included
Partner discount codes apply at checkout.

One payment unlocks 9 documents

The accounting, and the papers an executor is asked for from the first bank visit to the final releases, for that estate and for as long as it stays open.

The accounting

Where the money went, in the format your situation calls for.
  • Your state's accounting
    Court-style for 50 states and DC, plus the informal accounting beneficiaries sign and the national model format.

Along the way

Papers you'll be asked for while the estate is open.
  • Inventory of the Estate
    What the estate owned at death, each item at its value that day, in states that use one.
  • Institution Packet
    The fact sheet banks and brokerages ask for, with your asset list.
  • Reimbursement Statement
    What you paid from your own pocket, and what the estate still owes you.
  • Tax Preparer Package
    Income, sales, expenses and distributions for the estate's tax return.

Wrapping up

Papers for closing the estate once the ledger is complete.
  • Closing Readiness Checklist
    Loose ends to clear, then how estates usually close in your state.
  • Final Settlement Statement
    One page for the family: what came in, what went out, and the split.
  • Receipt, Release & Refunding Agreement
    One per beneficiary, releasing you as executor once they are paid.
  • Date-of-Death Value Letters
    The value at death of property each beneficiary received in kind.

How it compares

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
Bank transactions
ExecutorLedger
CSV import with row-by-row review, included
EstateExec
Bank download add-on, $19.99/yr after the first year
Accounting formats
ExecutorLedger
Court-style for 50 states and DC, the national model, and the informal accounting beneficiaries sign
EstateExec
General accounting reports

Against an attorney-prepared accounting, which is billed by the hour, the $149 is usually less than one of those hours.

EstateExec’s figures are from their public pages on September 2, 2026. The full side-by-side is on ExecutorLedger vs. EstateExec.

The 14-day refund

Try it on a real estate. If it didn’t work out, email us within 14 days of purchase for a full refund, no forms, no argument. The full terms are in Pricing and refunds.

Payments are handled by Stripe. Card numbers never reach our servers.

Questions about paying

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.

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.
More on the FAQ page.
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
By starting you agree to our Terms and Privacy Policy.