Estate settlement software

Legacywyse vs EstateExec

EstateExec gives you accounting software. Legacywyse gives executors the recommended probate path, pre-filled forms, banking and inventory tools, and family review in one workspace.

Takes about 3 minutes. No subscription.

Person reviewing an estate inventory worksheet
The inventory tools alone probably saved me 100 hours.

Victor L.

Person reviewing estate records at a desk
So much information but it wasn't overwhelming.

Marissa W.

Person organizing estate documents and receipts
Properly documenting the closing of the estate is so important.

Daniel J.

Legacywyse

Why executors pick Legacywyse

Not just accounting software. Legacywyse covers all aspects of estate settlement, because the process doesn't end once you've filed the paperwork.

EstateExec

Where EstateExec is strongest

EstateExec is strongest for accounting. Very little focus on automation, documents, or family review.

Which estate software is best for you?

FeatureLegacywyseEstateExec
Probate pathDynamic tasks update as you progress through probate.General guidance.
DocumentsEvery form pre-filled for you. Notarize, sign, and collect third-party e-signatures.None
Banking & FinanceDiscover hidden assets, organize bank accounts, open the estate operating account online. *Estate accounting, transactions, and report exports.
Real EstateSee the true resale value, estimated holding costs, and connect with a vetted broker.None
InventoryAutomatic valuations and sale listing drafts. Bulk item upload with Autopilot video.None
Family reviewUses a science-backed fair division algorithm to ensure items are distributed fairly.None
legacywyse

Built specifically for Texas executors. Full suite of smart tools to guide you through estate settlement and beyond.

$0

$79 per month

Get started

EstateExec

Accounting, reports, and DIY task tracking.

$199

One time fee

Attorneys

Expensive and often not necessary for many estates.

$10,500

Commonly cited as 3-7% of estate value

Our story

Why we built Legacywyse.

When someone dies, the family gets handed a stack of legal work while they're grieving. Court dates, filing deadlines, and forms full of words no one ever taught you.

That's broken. Legacywyse walks you through probate the way a patient expert would: one step at a time, with the documents drafted for you and the real costs and timelines on the table.

No billable hours, no guesswork, and a finish line you can see from the start.

Connect to accounts from 10,000+ supported institutions.

Get started for free

Answer a few questions to get the recommended path, checklist, and documents that fit your situation. No subscription required.

Start the questionnaire

Takes about 3 minutes.