29 answers in 6 groups
Frequently asked questions
Answers to the questions we hear most often. If something isn’t here, write to hello@theexecutorhub.com and we’ll add it.
5 questions
About the product
- What is The Executor Hub?
- It's a private workspace for the executor of an estate — the person legally responsible for settling someone's affairs after they've passed. It holds a checklist of the ~150 administrative tasks an executor typically faces, and it sends short updates to the family so the executor doesn't have to repeat themselves a dozen times. We're not a probate attorney or an accountant; we're the organizational layer that sits alongside both.
- Who is this for?
- Three groups: (1) executors who've been named in a will and have to do the work; (2) estate-planning attorneys who want to recommend a tool to clients; (3) family members of the executor who want to stay informed without calling every week. Most of our users are between 45 and 70.
- Is this software or a service?
- Software. You sign in and use it. We don't have account managers or estate consultants. If you need professional help with the legal side, hire a probate attorney; for the financial side, hire an accountant. We complement both.
- Do you have a mobile app?
- The hub works on a phone browser, so it functions on mobile. We haven't built a dedicated iOS or Android app — most of the work executors do (signing PDFs, scanning, calling agencies) happens on a laptop anyway.
- Is this available outside the United States?
- Not currently. Probate laws, terminology, and the agencies you have to notify all vary substantially by country. We chose to do US probate well rather than do every country poorly.
5 questions
Pricing and billing
- How much does The Executor Hub cost?
- Your first estate is free. Full features on any estate after that cost $79 one-time, per estate — there's no subscription, no auto-renewal, and no hidden fees.
- Why one-time and not a subscription?
- Settling an estate is finite work. Most estates wrap in six to eighteen months. A subscription would either charge you forever for a job that ended, or push us to drag out the work. A one-time fee aligns our incentives with yours: we want you done.
- What's the refund policy?
- Within 30 days of paying, write to support@theexecutorhub.com and we'll refund the $79 to your card, no questions asked. The estate stays accessible during the refund window.
- Do I get charged per family member?
- No. A paid estate includes unlimited family members on the read-only portal. The free tier is capped at three.
- Can I pay for multiple estates at once?
- Each estate is its own $79. You can manage multiple estates from one account, but they're charged individually.
6 questions
Using it for an estate
- Do I need a probate attorney to use this?
- Most estates benefit from a probate attorney for the legal filings. The hub is the administrative tool that runs alongside the attorney — it tracks what you've done, what's next, and what the family is being told. Attorneys frequently recommend tools like ours to clients so the client handles the administrative load without billing the attorney by the hour for project management.
- Is my estate's data safe?
- Yes. Data is stored in encrypted form on infrastructure run by Supabase (a US company with SOC 2 certification). We don't sell, share, or use your data for advertising. Service-role access is restricted to specific server-side operations and never exposed to the browser. Your family members only see the timeline; they can't see the task list or any administrative data.
- What if the estate has unusual circumstances?
- The catalogue covers what most estates need. If your estate has special considerations — a small business, international assets, contested inheritance, intestate succession — you'll want a probate attorney's guidance on top of the hub. You can add your own custom tasks to the checklist for the estate-specific items.
- How long does an estate typically take?
- Most estates settle in six to eighteen months. Simple estates with a clean will and a single state of probate can close in six to nine months; estates with real estate to sell, multiple beneficiaries, or any complications often take twelve to twenty-four months.
- Can multiple co-executors share the workspace?
- Yes. The owner can invite a co-executor (or family member) with full edit access. Most estates are run by one person, but if you've been named jointly with a sibling or your attorney is acting as co-executor, both can manage the checklist.
- Can I export the estate's records when I'm done?
- Yes — there's a PDF export of the to-do list and the timeline, and the audit log is exportable as CSV. Many executors include these in the final estate accounting they file with the court.
4 questions
For family members
- Do I need an account to read the updates?
- No. You'll receive a private link by email. Click it and you're in — no password to create or remember, no app to install.
- What do family members actually see?
- A chronological list of updates the executor has posted. You won't see the task checklist, account numbers, financial details, or other administrative information.
- Can I message the executor through the hub?
- No, the family portal is read-only by design. If you have a question, contact the executor the way you normally would (text, email, phone). We don't sit between you and them.
- Can other family members see my information?
- Only the executor sees the list of invited family members. Other family members can't see your email address or your link.
5 questions
Privacy and security
- Is my data shared or sold?
- No. We do not sell, share, or rent your information to anyone. Your email is used only to send the updates the executor posts.
- Is my data used to train AI models?
- No. The estate's data — task notes, updates, names, dates — is not used for model training. The AI task help feature sends only a task title and category name to Anthropic for a plain-English explanation; nothing about the estate itself.
- Where is data stored?
- Estate data is stored in encrypted form in a US-based Supabase database. We don't store original wills or sensitive identity documents in the hub.
- What happens to data if I close the estate?
- You can close the estate at any time. We retain the audit log and the final PDF export but otherwise delete or anonymize the estate's working data per our privacy policy.
- Do you have a security report I can share with my attorney?
- Yes — write to security@theexecutorhub.com and we'll send the current security overview.
4 questions
For estate attorneys
- Can I recommend this to clients?
- Yes — please. We were built to be recommended. Most attorneys can't afford to be their clients' project manager, but the administrative load is what overwhelms most executors. Recommending the hub keeps clients organized and reduces the back-and-forth in your office.
- Can I create estates on behalf of a client?
- Today the executor (your client) sets up the estate themselves. We're considering a workflow where attorneys can prep an estate for a client and hand it over. If that would be useful, write to us at hello@theexecutorhub.com.
- Do you offer a referral program for attorneys?
- Not currently. We deliberately don't pay referral fees because we don't want a recommendation to feel financially motivated. We'd rather attorneys recommend the hub because it actually helps their clients.
- Is there a white-label or firm-branded version?
- Not currently. If your firm would find that useful, write to hello@theexecutorhub.com and we'll consider it.
Still wondering something?
We’re a small team and we answer email personally. Write to hello@theexecutorhub.com with anything you’d like to ask.