ExecutorKit: Probate Organizer

ExecutorKit keeps estate tasks, supporting records and expenses in one organized case file.

ESTATE JOURNAL
Keep dated notes for calls, visits and decisions. Write a standalone note or link a duty, person or document. Search and filter by date. Notes stay out of meeting packets and family summaries. Pro adds photos and selected-note PDF/CSV export with preview, save and share. Add up to 10 new photos at a time, up to 20 MB in total. Photos stay in the app; linked names are off by default in exports.

EXPENSES AND MILEAGE
Keep original expenses and beneficiary attribution. Record dated partial repayments, a payer and reference. See the outstanding balance without changing the original expense or automatically splitting estate costs. Void an incorrect repayment while retaining its history.

Choose miles or kilometers and log successive trips. Save the distance before you know the cost, then reopen the trip to complete it. Totals stay separate by unit. Older distances keep their original numbers and remain unassigned until you confirm the unit.

RECEIPTS AND DOCUMENTS
Take a photo for a receipt or asset, or choose one from Photos. Open original receipt photos directly at full size. Qualifying readable local copies can automatically restore only a matching photo, preserving deliberate removals, newer photos, expenses and repayments. Missing image bytes cannot be recreated. Removing a photo requires confirmation.

Import PDF, JPEG, PNG and HEIC documents up to 20 MB each. Add a title, category and date, link a record, preview every PDF page or zoom an image.

FOLLOW-UPS AND MEETINGS
Keep institution notices, correspondence outcomes, references and next dates together. Log certified copies sent and returned, retaining original counts and dated movement history.

Choose accounting schedules, repayments, distributions, follow-ups, copies, questions and a document index for a meeting packet. Preview the PDF and export CSV text. Save a dated handoff with its original files. Source documents are not attached automatically; the report is not a full case backup.

FAMILY PROGRESS
Prepare a report without amounts, account references, private notes or document contents. Names and duty titles are off by default. Preview it and choose recipients with the system share sheet. A report gives no access to the case file.

Keep your five-phase checklist, inventory, receipts, creditor claims, deadlines, contacts, search, tags, distributions, professional questions, reminders and accounting exports. Evidence checks link gaps to records. Private iCloud sync connects devices using the same Apple Account.

FREE AND PRO
Free keeps the checklist, journal notes with search and optional links, and your existing allowance of two inventory items and two ledger entries. Existing records stay readable. Pro adds unlimited inventory and ledger entries, document imports, dated histories, meeting packets, family summaries, selected journal exports and 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. Subscriptions renew automatically unless cancelled in Apple subscription settings. Apple shows localized prices and billing periods before purchase.

The app organizes your information, without legal, tax or financial advice, inheritance-share calculations or certification of legal completion. Confirm local requirements 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/