Opening state by state
Reconciled estate records for CPA and probate firms.
A firm sends its executor client one secure link. The client uploads the decedent’s bank statements however they have them. The firm gets back reconciled workpapers, a ledger and a workbook, with every number linked to the statement page it came from.
For CPA and probate firms
We’re inviting a small group of firms to try a ten-minute preview with a fictional estate and tell us which features they would actually use.
Try the previewGet early access
Sign up and we’ll tell you as soon as The AI Executor opens. Founding firms are first in line, with priority onboarding.
We use your name and email only to tell you about early access and our launch, and we never sell or share them. Ask us to delete them any time at firms@theaiexecutor.com.
Free tools for Maryland estates
Maryland probate timeline: when the main filings are generally due, each with its source.
What goes into the first Account: a printable checklist of the records the Account is built from.
We organize and reconcile records. We don’t prepare returns or give tax or legal advice; that stays with your CPA or attorney. How we handle data.