Why a blank estate spreadsheet isn't enough
A spreadsheet template gives you columns. It doesn't work out the statutory fee, the base each state uses, or who has been over-paid.
| Executally | Blank spreadsheet template | |
|---|---|---|
| Commission | Tiered statutory fee on each state's base (California adds gains and subtracts losses; New York splits receiving and paying out) | You write the formulas |
| Balance check | Charges minus credits, flagged if negative | Only if you build it |
| Beneficiaries | Share of the estimated residue after reserve and fee, less what each has received | Manual |
| Price | Free: the full account, the statutory commission and every flag. Pro: $7 for 7 days, $9/month or $49/year. | Free |
Honest take: if you're comfortable with formulas, a spreadsheet works. Executally saves you from getting the tiers or the base wrong.
Competitor details checked on 2026-10-29 from their public pages: California Probate Code §10800. 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?
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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.