EstateStep vs ExecutorKit

EstateStep helps you stay organized when you're settling a loved one's estate through the small-estate affidavit or simplified-probate process. Losing someone is hard, and the paperwork that follows can be overwhelming. EstateStep walks you through it one step at a time, on your own phone, at your own pace. WHAT IT DOES • Pick your state and enter the estimated estate value, and EstateStep shows whether the estate may fall under that state's small-estate affidavit threshold • Surfaces the affidavit/form name and general requirements for your state • Builds a checklist of the documents most estates need (death certificate copies, the will if there is one, asset inventory, ID, the affidavit form, and more) • Tracks your asset-collection progress — bank accounts, vehicles, property, and personal items — with collected vs. outstanding totals • Generates a clean filing summary you can share or print to take to the probate clerk IMPORTANT: EstateStep provides general information and organizational tools only. It is not a law firm, is not a substitute for a licensed attorney, and does not provide legal advice. Estate and probate laws vary by state and change over time; the thresholds and steps shown are general guidance and may be incomplete or out of date. Always confirm requirements with your local probate court or a licensed attorney before filing. ESTATESTEP PREMIUM (optional one-time unlock) • Track unlimited assets (free tracks up to 5) • Full filing-summary export and sharing • Premium checklist detail • Remove ads EstateStep is free and supported by ads. Premium is a single purchase that unlocks everything forever — no subscription.

ExecutorKit keeps the work of an executor, estate trustee or liquidator in one case file: tasks, records, money and time. Manage several estates with separate records. TIME AND ESTATE FILES Start, pause, resume and stop a timer, or add and edit time by hand. Review category, week and month totals or a custom period. Choose a Monday or Sunday week start and an optional hourly rate. Pro exports time as PDF and CSV and includes time in the Estate Accounting PDF. Switch, rename or delete estate files from Settings or the dashboard; keep at least one file. TASKS AND PEOPLE Follow a five-phase duties checklist, add your own tasks and track progress, next actions and dates. Keep contacts, conversation notes and questions for professionals together. Track institution notices and follow-up dates with Pro; deadline reminders are also Pro. INVENTORY AND MONEY Record assets and debts, values and probate status. Keep expenses, receipt photos and beneficiary attribution in the ledger. Add dated mileage in miles or kilometers, even before you know the cost. Pro records partial repayments, outstanding balances and voided payments with their history. Record money received, mark deposits and track creditor claims. Log certified copies sent and returned, remaining copies, distributions and signed receipts. You decide every distribution. JOURNAL AND PROOF Keep dated journal notes with search, date filters and links to tasks, people or documents. Pro adds journal photos and PDF or CSV exports of selected notes; photos are not included in those exports. Photograph receipts and assets. With Pro, import PDF, JPEG, PNG or HEIC files up to 20 MB each, preview pages, and link named, dated documents to records. Evidence checks point to missing proof. Case Index search and tags help you find records with Pro. REPORTS FOR MEETINGS AND FAMILY Pro prepares an Estate Accounting PDF and inventory, ledger, money received and claims CSV files. Choose sections for a meeting packet, preview its PDF, export CSV and save a dated handoff. Prepare a family summary without amounts, account references, private notes or document contents; names are off by default. Source documents are not attached, and reports are not full backups. Also included: private iCloud sync, widgets, Apple Watch expense logging and a fictional sample estate. FREE AND PRO Free includes the built-in checklist and multiple estate files; new users can add 2 of each free record type across all estates: inventory items, ledger entries, time entries, journal notes, dates, contacts, conversation notes, money received, claims, certified-copy records, distributions, professional questions and custom tasks. Customers who used ExecutorKit before 2.2.0 keep their prior unlimited free record types; inventory, ledger and time stay limited to 2 each without Pro. Saved records stay readable and editable. Pro adds unlimited records, reminders, notices, the distributable estate total, document imports, dated histories, meeting packets, family summaries, journal photos and all exports. Monthly and yearly subscriptions and a separate Lifetime purchase provide the same Pro features, including future Pro updates. Restore with the same Apple Account. Subscriptions renew automatically unless cancelled in Apple subscription settings. Apple shows the price and billing period before purchase. ExecutorKit organizes information you enter. It does not provide legal, tax or financial advice, calculate inheritance shares or executor compensation, or certify legal completion. Confirm local requirements with a qualified professional. 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/