Your estate account, your executor fee and every beneficiary's share
Drop in the estate's transactions and Executally builds the charge-and-discharge account, works out the statutory executor commission for California, Florida or New York, and shows what each beneficiary is still owed — in your browser; nothing is uploaded.
How it works
- List the estate's transactions — the inventory at date of death, then every receipt, bill, sale and distribution — in the template, or try the sample.
- Pick the state, enter the residuary shares from the will and any reserve you're holding back.
- Print the account for the beneficiaries or your attorney, and use the figures in your court's accounting form.
Why Executally
For executors, personal representatives and administrators settling a loved one's estate. Courts and beneficiaries expect an account of everything that came in and went out, and you're entitled to a fee set by statute in some states. Executally turns your list of transactions into both.
Your transactions
One row per item: the inventory at date-of-death value, income, sales, bills, taxes and distributions. Use the template or paste from a spreadsheet.
The account
Charges (inventory, receipts, gains) against credits (expenses, losses, distributions), and the balance on hand that should match the estate account.
Executor commission
The statutory fee for California (§10800), Florida (§733.617) or New York (SCPA §2307), tier by tier, on the right base for each state.
Beneficiary shares
Each residuary beneficiary's share of the estimated residue after your reserve and fee, what they've received and what they're still owed.
What-if
How the commission and residue move if appraisals or sale prices come in 5–20% higher or lower.
Flags
Over-distributions, payments to someone not in the will's shares, shares that don't add to 100%, more paid out than came in, and uncategorized rows.
Simple pricing
Free for the account and the commission. Pro for every beneficiary, the full what-if and the exports.
Free
- Any number of transactions
- The full estate account and the statutory commission
- 3 what-ifs, 3 beneficiaries and 12 rows shown, print with a footer
- No signup, nothing uploaded
7-day pass
- 7 days of Pro, no subscription
- Every beneficiary and transaction
- Full commission what-if, print without footer
- Excel workbook and beneficiaries, what-if and transactions CSVs
Pro Monthly
- Everything in Pro
- Update the account as the estate settles
- All exports
- Cancel anytime
Pro Yearly Best value
- Everything in Pro
- For estates that take a year or more
- Costs less than 6 months of monthly
Prices in USD. Secure checkout by Polar, our merchant of record (its checkout shows our seller name, Launchtools). Sales tax is added at checkout in the US, Canada and India; elsewhere VAT/GST is included. Already bought? Enter your license key.
Tools & guides
- Executor fee calculator
- An estate accounting spreadsheet that does the math
- How much does each beneficiary still get?
- California Executor Fees Under Probate Code §10800
- Florida Personal Representative Fees (§733.617)
- New York Executor Commissions Under SCPA §2307
- A lighter alternative to EstateExec
- Why a blank estate spreadsheet isn't enough
FAQ
Is my data uploaded?
No. Your files are read by JavaScript in your browser tab and never sent to us or anyone else. Transactions aren't stored, so closing the tab clears them. Settings can be saved in this browser if you ask.
What does Executally do?
It reads a list of the estate's transactions, sorts them into charges (inventory, receipts, gains) and credits (expenses, losses, distributions), shows the balance on hand, computes the statutory executor commission for California, Florida or New York, and splits the estimated residue among the residuary beneficiaries.
How is the California executor fee calculated?
Under Probate Code §10800: 4% of the first $100,000, 3% of the next $100,000, 2% of the next $800,000, 1% of the next $9 million and 0.5% of the next $15 million; above $25 million the court decides. The base is the inventory value plus gains on sales and receipts, less losses on sales, without subtracting mortgages.
How is the Florida personal representative fee calculated?
Under §733.617: 3% of the first $1 million, 2.5% from $1 million to $5 million, 2% from $5 million to $10 million and 1.5% above $10 million, on the inventory value plus income earned during administration. Extraordinary services can earn more.
How is the New York executor commission calculated?
Under SCPA §2307: 5% of the first $100,000, 4% of the next $200,000, 3% of the next $700,000, 2.5% of the next $4 million and 2% above $5 million — half on property received and half on property paid out.
What's free?
Importing any number of transactions, the full account, the statutory commission, every flag, 3 commission what-ifs, 3 beneficiaries and 12 transactions on screen and in print (with a footer). Pro shows everything and adds the Excel workbook and CSV exports.
What isn't covered?
Court-specific accounting forms, principal and income allocation, estate and income tax returns, extraordinary fees, attorney's fees, specific bequests of property, and states other than California, Florida and New York (for which no commission is computed).
Is this legal or tax advice?
No. Executally applies the rules it describes to the figures you provide. It is a worksheet to prepare with — check the will, your state's probate code or a probate attorney before you take a fee or make a final distribution. It is not affiliated with any court.