Choose a Plan
Choose a single estate, or a subscription for unlimited estates.
Not sure?
Individual executors - choose a single estate from Individual Plans
Firm plans are better value when you will handle more than 2 estates per year.
Not sure?
Individual executors - choose a single estate from Individual Plans
Firm plans are better value when you will handle more than 2 estates per year.
Benefits
Intuitive
Be up and reporting in no time - whether you're a seasoned estate professional or a first-time executor.
Collaborate
Share 'view' access with beneficiaries.
Share 'edit' access with co-executors.
Firms - add staff to enter and edit data.
Always Available
No 'operating hours' - work when it suits you.
No Software Installation
Fully web based. All you need is a browser.
Account for Estates simply. Report clearly
Report at any period, on any date range. Filter to hone in on exactly what you want to report.