Simplify Estate Administration
A modern platform for executors, attorneys, and families to manage every aspect of estate administration with confidence.
Why EstateDoc?
Everything you need to manage estate administration efficiently
Organize Everything
Track assets, liabilities, expenses, and documents in one secure place.
Bank-Level Security
Your data is encrypted and protected with enterprise-grade security.
Collaborate Easily
Invite attorneys, accountants, and family members to collaborate.
Professional Reports
Generate estate summaries, asset reports, and accounting statements.
Secure Document Storage
Upload and organize wills, deeds, tax returns, and more.
Track Finances
Monitor income, expenses, and estate accounting with ease.
Simple, Transparent Pricing
Start your 7-day free trial, then pick the plan that fits.
Basic
Manage one estate with full owner/admin control. Join any other estate as an invited non-owner.
- 1 owned estate
- Full owner/admin access
- Join unlimited estates as a non-owner
- Assets, liabilities, ledger, documents & more
Pro
The professional choice: manage up to five estates with full owner/admin control — everything in Basic, scaled up.
- 5 owned estates
- Full owner/admin access
- Everything in Basic
- Best value for professionals and families
No credit card required to start your trial. Cancel anytime.
Already invited to an estate?
If the estate owner or executor gave you an invitation code, enter it here to access the estate — no trial or license needed.
Have an account? Sign in first, then enter the code.
Ready to simplify estate administration?
Start your free trial today. No credit card required.
Start Free Trial