The AI Executor
Secure Intake
$49 estate assessment
Begin assessment
ESTATE SETTLEMENT, SIMPLIFIED
We handle estate paperwork so you don’t have to.
The AI Executor helps overwhelmed families and court-appointed executors organize accounts, prepare notices, manage cancellation letters, and move through estate administration with calm, secure guidance.
Pricing: $49
Secure intake portal
Start your estate settlement.
Answer a few secure questions and The AI Executor will help organize what needs to happen next.
Encrypted intake • private estate details • secure submission
The AI Executor is your end-to-end paperwork partner.
We help you move from scattered documents and confusing obligations to a calm, organized settlement plan — with clear next steps for accounts, utilities, notices, forms, and attorney handoff.
Pricing: $49
Settlement overview
Accounts identified
Ready
Cancellation letters
Drafted
Attorney handoff
Formatted
What we handle
✓ Probate paperwork
Organize filing requirements, executor details, court-ready checklists, and local probate handoff materials so nothing critical gets missed.
✓ Account and asset discovery
Review statements to surface subscriptions, recurring bills, financial accounts, insurance clues, and obligations that are easy to overlook.
✓ Cancellations and notifications
Draft formal letters for utilities, phone, internet, streaming, insurers, and financial institutions with clear supporting details.
✓ Attorney-ready reporting
Turn scattered documents into structured summaries that can be reviewed by an estate attorney, executor, or family decision-maker.
Why families choose The AI Executor
01
Save time
Reduce hours of executor research, phone calls, document sorting, and repetitive administrative work.
02
Avoid missed details
Surface recurring bills, obligations, and account clues before they become expensive surprises.
03
Protect estate value
Organize assets, cancellations, and claims so the estate can move forward with less leakage and confusion.
04
Reduce family conflict
Create a shared, structured record that makes next steps clearer for family members and advisors.
05
Stay private
Your family’s financial documents remain confidential and are never used to train public models.
1
Share the estate details
Start with the secure questionnaire so the platform understands the state, executor role, documents on hand, and immediate obligations.
2
Documents become an organized dashboard
Statements and forms are reviewed privately to identify accounts, services, recurring payments, required notices, and next-step checklists.
3
Letters and reports are prepared
Receive cancellation drafts, account summaries, probate checklist outputs, and attorney-friendly handoff material for your estate file.
4
Move forward with clarity
Use the organized plan to act confidently, share materials with family or counsel, and keep the administrative work from overwhelming the grieving process.
FAQ
Do I really need help with estate paperwork?
Most executors underestimate the number of accounts, forms, notices, subscriptions, deadlines, and family questions involved. The AI Executor helps you organize the clerical burden so you can move forward with less guesswork.
Is this a replacement for an attorney?
No. The AI Executor is designed to organize documents, checklists, cancellation letters, and reports that can be reviewed by your attorney or used by an executor. It keeps the administrative layer clearer and more complete.
Can I trust this with personal financial information?
Your family’s information is treated as private estate data. The intake is framed around secure handling, clear organization, and strict confidentiality — never public model training.
What happens after I complete the intake?
The platform uses your responses to guide the next documents, account discovery, cancellation workflow, and estate inventory reporting. You can then share structured materials with family, advisors, or legal counsel.
Pricing: $49