A lighter alternative to EstateExec
EstateExec charges $199 per estate for its full executor platform. If you only need the account, the fee and the shares, start here free.
| Executally | EstateExec | |
|---|---|---|
| What it gives you | Charge-and-discharge account, statutory commission (CA, FL, NY), beneficiary shares, printable worksheet | Full estate management: task lists, inventory, accounting, reports, bank import |
| Price | Free: the full account, the statutory commission and every flag. Pro: $7 for 7 days, $9/month or $49/year. | Read on 2026-10-29: $199 per estate, one payment; bank import $19.99 a year |
| Where data goes | Stays in your browser; no account | Stored in their cloud account |
| Collaboration | Print or export and share yourself | Invite co-executors and others |
Honest take: for a long, complicated administration with co-executors, a full platform is worth paying for. Executally is for executors who already keep a list of transactions and want the numbers checked.
Competitor details checked on 2026-10-29 from their public pages: EstateExec — license pricing. Prices change — check their site for the current offer. Product names are trademarks of their owners; we are not affiliated with them.
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.