What Executor.org does

Executor.org is a consumer-facing SaaS platform that guides individuals through the role of executor of a deceased person's estate. Its core product is a dynamic, questionnaire-driven plan that converts roughly 5–20 user inputs into a personalized 100–150 step interactive checklist organized into 15 primary executor duties. The platform is operated as a direct-to-consumer web application accessible on desktop, tablet, and smartphone, with no physical retail, resellers, or marketplace distribution.

The technical surface consists of a web-based checklist engine, a secure document and information repository (Data Vault) with pre-built templates for death certificates, funeral expenses, financial/non-financial assets, contacts, and executor time logs, plus a progress-tracking dashboard and a state-specific document template library. Instructional content — including expert-written steps and video segments authored by co-founder Patrick O'Brien — sits alongside an in-beta AI Chat Assistant for text-based Q&A, explicitly disclaimed as not providing legal or financial advice. The product architecture is content-centric rather than model-centric.

The business model is freemium with a single paid tier (Pro at $8/month or $96/year, billed annually), monetized through the executor's settlement window — a roughly one-year process during which the cost is typically reimbursable by the estate. Go-to-market is product-led via a free questionnaire funnel, supplemented by content/SEO, earned media (Forbes, HuffPost, MarketWatch, NextAvenue, Senior List), and affiliate/referral partnerships with RocketLawyer, FairSplit, JustAnswer, and GoodTrust. The company is bootstrapped, privately held, and operates with a 1–10 person team across South Bend (HQ) and Cincinnati.

Name

Executor.org

Legal name

Executor.org LLC

Website

https://executor.org

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

Executor.org is a freemium web-based SaaS platform that guides individual executors through estate settlement via a personalized 100–150 step interactive checklist, secure document storage, and instructional content. It serves grieving U.S. consumers named as estate administrators at a $96/year Pro tier.

Ownership category

akta.pro rank

Product category

Estate Administration Software

NAICS

Trusts, Estates, and Agency Accounts (52592), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Services-Prepackaged Software (7372), Investment Advice (6282)

akta.pro primary industry

Estate Administration & Probate Services (FSAAANAE)

akta.pro secondary industries

Estate Planning, Trust Structuring & Governance (FSAAADAF), Estate Inventorying, Cataloging & Documentation (HSAFAFAF)

Keywords

• Estate administration software
• Executor guidance platform
• Probate management tools
• Estate settlement checklists
• Digital legacy planning

Headquarters

HQ city

South Bend

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Software

Cost components

Technology or R&D, Marketing or Sales, Personnel, Operations, Infrastructure

Revenue model

1. Pro Subscription: The primary revenue stream is a Pro subscription plan priced at $8 per month, billed annually at $96. The subscription provides access to the full 100+ step custom plan, Data Vault, instructional videos, state-specific forms, long-term plan access, and priority 24/7 customer support. The company notes the cost is typically reimbursable by the estate.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels8 records

Core offering

Executor.org is a web-based SaaS platform that guides individuals through the role of estate executor. After a short questionnaire, the system generates a custom 100-150 step interactive checklist tailored to the user's state, estate size, real estate, and asset mix. The platform includes a secure Data Vault for storing estate documents, instructional videos, state-specific legal templates, progress tracking, beneficiary communication tools, and a beta AI Chat Assistant. A free tier provides basic plan generation; a Pro subscription unlocks the full toolset.

Product overview

Executor.org is a single-platform digital tool designed to guide individuals through the executor role when settling a deceased person's estate. The core offering consists of a Custom Executor Checklist/Plan that generates 100-150 personalized steps based on user questionnaire responses, complemented by a Data Vault for secure document storage, an AI Chat Assistant for guidance, instructional videos, and progress tracking tools. The platform also provides access to state-specific filing documents and connects users with a professional referral network of vetted estate professionals including attorneys, financial advisors, and realtors through partnerships with RocketLawyer, FairSplit, JustAnswer, and GoodTrust. The system is accessible via desktop, tablet, and smartphone.

Differentiator

Problem solved

Functional benefit

Products and services

• Custom Executor Checklist/Plan

Quantifiable outcome

• Typically 100-150 executor tasks organized into 15 primary duty areas
• +3 more outcomes

Named customers4 records

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature7 records

Partnerships

Five partnerships are on record, tiered core and minor.

• RocketLawyercoreGTM or Marketing PartnerRocketLawyer offers a national network of licensed attorneys for Executor.org users at $39.99/month for a 30-minute consultation and up to two written questions answered online. Executor.org users receive 40% off network lawyers' standard hourly rates and 10% off flat fee services. This partnership provides a discounted legal services pathway for users who need attorney support during estate settlement.
• FairSplitcoreGTM or Marketing PartnerFairSplit offers a free basic service to Executor.org members and an affordable comprehensive paid service to help executors divide estate assets fairly and transparently among beneficiaries. It helps reduce family conflict by bringing transparency to the asset division process.
• JustAnswerminorGTM or Marketing PartnerJustAnswer connects users with experts who can answer virtually any question (financial, real estate, legal, etc.) at a discounted rate. Executor.org users receive 30% savings on JustAnswer services, enabling executors to get quick expert answers to specific questions during settlement.
• GoodTrustcoreGTM or Marketing PartnerGoodTrust helps manage digital legacies including memorializing Facebook accounts, archiving digital accounts, sending Future Messages, and using GoodTrust Memories. Executor.org users receive a free basic GoodTrust account, $50 off managing other accounts, and 20% off premium services using code EXECUTOR. This partnership addresses the digital legacy management need identified as a growing executor task.
• Blue StoutcoreTechnology or IntegrationBlue Stout is the web and application design firm co-founded and owned by co-founder Allen Burt. It is responsible for the technology and product design of Executor.org. Blue Stout's expertise in leveraging technology to create consumer tools is central to the product's design and functionality.

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Cake (end-of-life planning): Digital end-of-life planning platform offering wills, healthcare directives, and legacy planning resources; addresses a similar consumer audience with comparable content-driven acquisition.
• FreeWill: Free online will-creation platform used by millions; serves the same end-of-life planning audience as Executor.org and is a top-of-funnel alternative in the same content/SEO space.
• GoodTrust: Digital legacy and online account management platform for executors and families; already an Executor.org affiliate partner and directly adjacent on digital asset handling.
• FairSplit: Online tool for dividing estate assets among beneficiaries; complements Executor.org's workflow and is an active affiliate, but addresses a discrete sub-step in the executor process.
• Trust & Will: Online estate planning platform that helps users create wills, trusts, and related documents; directly adjacent to Executor.org in the digital estate lifecycle with overlapping state-specific templates and content.

Broad incumbents

• Rocket Lawyer: Online legal services platform providing documents, attorney access, and estate planning tools; already a core Executor.org affiliate partner but also a potential broader competitor.
• LegalZoom: Large, established online legal services company offering wills, estates, and small-business legal documents; competes for the same estate-planning customer with a much broader product portfolio.

Emerging players

• Snug: End-of-life planning marketplace connecting consumers with wills, funeral, and estate services; comparable in audience and category but competes primarily as a lead-generation platform rather than a guided workflow tool.
• Everplans: Digital estate planning platform focused on organizing end-of-life information and documents; closely comparable to Executor.org's Data Vault and checklist functionality.
• Wealth.com: Estate planning platform serving financial advisors with advanced planning and prospecting tools; intersects with Executor.org on the estate-planning workflow but targets professional advisors rather than individual executors.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/executor_org
• LinkedInlinkedin.com/company/executor-org

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Executor.org