How much does each beneficiary still get?
Split the estimated residue by the will's percentages after your reserve and fee, and see who has been over- or under-paid so far.
How the account works
An executor's account starts from the inventory — every probate asset at its date-of-death value — and adds what came in afterwards: interest, dividends, refunds and gains on sales. These are the charges. Against them go the credits: debts, funeral costs, taxes, administration expenses, losses on sales and distributions to beneficiaries. Charges minus credits is the balance that should be on hand. The statutory commission is then worked out on the base each state's law uses: California Probate Code §10800, Florida Statutes §733.617 or New York SCPA §2307.
Enter the residuary shares as names and percentages. Executally adds the distributions already made back to what's left after the reserve and your commission, applies each percentage and subtracts what each person has received. Payments to someone not on the list are flagged.
The estate's figures stay on your computer
Executally reads your file with JavaScript in this browser tab. Nothing is uploaded, and the rows are gone when you close the tab.
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.
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.