Pricing

No. Pro is unlocked with a license key you receive after checkout. Paste it into Executally once on each browser you use.

No. Every plan reads any number of transactions and uses them all; the free plan shows 3 commission what-ifs, the first 3 beneficiaries and the first 12 transactions.

Yes. Cancel monthly and yearly plans anytime from the customer portal link in your receipt, and Pro stays active until the end of the paid period. The 7-day pass never renews.

If Executally can't read your file or applies a rule incorrectly, email service.platform.bookings@gmail.com within 14 days of purchase for a full refund.

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.

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.

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.

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.

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.

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.

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).

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.