ExecutorKit: Probate Organizer

An estate has many moving parts. ExecutorKit keeps the work, the proof and the money trail in one organized case file.

FROM EXPENSE TO REPAYMENT
Keep each original expense and its beneficiary attribution. Record dated partial repayments, a payer and a reference. See what remains outstanding without changing the original expense or automatically splitting estate-wide costs. Correct a payment by voiding it while keeping its history.

PROOF WITH CONTEXT
Import PDFs, JPEGs, PNGs and HEIC images up to 20 MB each. Name and categorize them, add a date and link them to the record they support. Preview every PDF page or zoom an image. Existing receipt photos remain in their original records.

FOLLOW UP WITH CONFIDENCE
Keep institution notices, correspondence outcomes, references and your chosen next dates together. Log certified copies sent and returned, preserving your original counts and a dated movement history.

ARRIVE PREPARED
Choose accounting schedules, repayments and distributions, follow-up and copy histories, questions and a document index for a meeting packet. Preview a clear PDF and export CSV text records. Save a dated handoff with its original PDF and CSV for later reference. Document contents are not attached automatically; a saved report is not a full case backup.

SHARE PROGRESS, WITH PRIVACY
Prepare a family progress summary without amounts, account references, private notes or document contents. Names and duty titles are off by default. Preview what you share, then choose recipients with the system share sheet. This is a report, not a shared workspace or an invitation service.

YOUR EXISTING TOOLS, TOGETHER
Keep the five-phase duties checklist, inventory, receipts, creditor claims, expense and mileage ledger, deadlines, contacts, search and filing tags, distributions, professional questions, reminders and accounting exports. An evidence check links gaps back to their records. Use private iCloud syncing between your devices signed in to the same Apple Account.

START FREE, EXPAND WITH PRO
The free version keeps the duties checklist and your existing free allowance of two inventory items and two ledger entries. Existing records stay readable. Pro adds unlimited inventory and ledger entries, document imports, dated payment and administration histories, meeting packets, family summaries and the existing advanced tools. Monthly, yearly and a separate one-time Lifetime purchase unlock the same Pro features. Restore eligible purchases with the same Apple Account. Monthly and yearly subscriptions renew automatically unless cancelled in Apple subscription settings. Apple displays the localized price and billing period before purchase.

ExecutorKit organizes information you enter. It does not give legal, tax or financial advice, calculate inheritance shares or certify legal completion. Confirm local requirements and decisions with a qualified professional. Review reports before sharing.

Terms: https://innovalabworks.com/a/executorkit/terms
Privacy: https://innovalabworks.com/a/executorkit/privacy
Apple Standard EULA: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/