The AI Executor
Bank-Grade Security
Contact Support
A calmer way through estate paperwork
You Handle the Family.
We’ll Handle the Paperwork.
Navigating the estate settlement process after losing a loved one is exhausting. Our comforting, step-by-step digital assistant helps you securely organize assets, notify companies, and manage state probate checklists gracefully.
No credit card required to start. Safe, encrypted, and private.
Private dashboard
Court-ready outputs
Attorney-friendly
A Gentle Guide Through a Complex Process
Designed for the moments when every form, account, and phone call feels like too much.
Step 1
Securely Share the Context
Drop in your relative’s state of residence and upload any recent bank statements, utility statements, or documents.
Step 2
Automated Asset & Account Discovery
Our private AI safely reviews the files to instantly build your custom dashboard, mapping out hidden accounts, active subscriptions, and immediate actions needed.
Step 3
One-Click Cancellations & Court Forms
The platform auto-generates perfectly formatted cancellation requests for utilities and pre-fills your specific local county probate forms.
Everything You Need in One Private Dashboard
A private workspace for the executor’s hardest administrative tasks — organized, secure, and ready to hand off when needed.
Asset Discovery Tracker
Instantly flags forgotten financial accounts, life insurance policies, dividends, or recurring asset payments directly from your statements.
Automated Document Fill
Pre-fills localized county forms and notifications based entirely on your state’s unique probate requirements.
Utility Cancellation Queue
Drafts formalized closure and transition letters for phone, internet, streaming, and power companies with a single click.
Fair, Transparent Pricing for Your Family.
We don’t believe in expensive hourly administrative legal fees during a family loss.
The Estate Inventory Report
$49
/ one-time fee
Comprehensive AI Scan of 12 Months of Financial Statements
Automated Identification of Subscriptions & Forgotten Accounts
Done-For-You Utility and Service Cancellation Letters
100% Private, Secure, and Encrypted
Start With a Few Gentle Questions
Share only what you’re ready to share. This secure intake helps us guide the next steps with care.
Built for the Most Sensitive Family Documents
The AI Executor treats estate information like private financial records, not training data.
Bank-Grade Encryption
All uploaded documents are processed via end-to-end 256-bit encryption and are permanently wiped from our cache within 48 hours.
Zero Data Training
We utilize secure enterprise-grade systems. Your family’s private financial data is strictly confidential and is never used to train public models.
Attorney-Oversight Friendly
All structured reports are explicitly formatted to be cleanly handed off to your local state-licensed estate attorney or executor.
The AI Executor