ExecutorKit: Probate Organizer

Named as executor and unsure where to start? Follow a calm phased checklist, track every asset and expense, and build an accounting summary for the lawyer.

Being named the executor of an estate arrives at the hardest possible time, and suddenly you are responsible for paperwork, deadlines, money, and family expectations you never trained for. ExecutorKit is a calm, private organizer that walks a first time executor through the whole job, one clear step at a time.

Start with a phased duties checklist that moves from the first forty eight hours through the middle work and on to final distribution, written in plain language instead of legal jargon. Each task explains what it is, why it matters, and when it is typically due, so you always know the next right move.

Build a complete estate picture as you go:

Estate inventory. Record every asset and every debt with its value, and flag whether it is likely probate or non probate, so the estate total is always in front of you.

Expense and mileage ledger. Log the costs you cover as executor, attach a receipt photo, add mileage, and watch a running reimbursement total so you are paid back correctly.

Institution notifications. Track who you have told, the date, the confirmation number, and the follow up that is due, so nothing slips between the bank, the pension, and the insurer.

Deadlines and key dates. Keep every important date in one place. Pro adds local reminders on your device.

Case Index. Search duties, assets, expenses, receipts, creditor claims, institutions, deadlines, people, and closing records from one private index. Add your own filing tags, such as awaiting bank or originals, without changing the meaning of the original record.

Closing tools. Count the certified death certificates and court letters still available, record every manual distribution and whether its signed receipt came back, and keep questions for the lawyer, notary, accountant, or court ready for the next conversation. ExecutorKit never decides or divides a share for you. It records only what the will and your professional guidance tell you to do.

When it is time to report, ExecutorKit produces an estate accounting summary as a PDF plus a CSV that you can hand to the lawyer, the notary, or the court. A live distributable estate figure and a settlement progress view show how close the estate is to closing across the phases.

Everything stays private. Your records live on your device and sync only through your own iCloud across iPhone, iPad, Mac, and Apple Watch, with a home screen and Watch widget for the next deadline. There is no account to create and no data sent to us.

Free to start: the full phased duties checklist and key date tracker, plus up to two inventory items and two ledger entries. Every Pro option adds local deadline reminders, unlimited inventory and ledger entries, the institution notification tracker, Case Index search and tags, the distributable estate dashboard, and the accounting PDF and CSV export. Existing records always stay visible and editable. Choose monthly, yearly, or a one time Lifetime purchase inside the app.

Important: ExecutorKit is an organizing and record keeping tool for your own use. It is not legal, tax, or financial advice, it does not generate court forms, and it does not replace the guidance of a qualified professional. Estate rules vary by place; always confirm your specific duties with the lawyer, notary, or accountant handling the estate.

ExecutorKit Pro is offered as a monthly subscription, a yearly subscription, or a one time Lifetime purchase. The current price is shown in the app and on this page before you buy. Pro subscriptions renew automatically until cancelled. Payment is charged to your Apple Account at confirmation. Cancel anytime in Settings > Apple Account > Subscriptions; cancellation applies at the end of the current period. Terms: Apple Standard EULA https://www.apple.com/legal/internet-services/itunes/dev/stdeula/