NOW IN EARLY ACCESS
FOR CANADIANS MANAGING AN ESTATE
Estate documents and finances, finally organized.
Named executor for a loved one? Bring the paperwork and financial details together in one place. Executorly uses AI to split, rename, and organize estate documents, then helps you keep track of expenses, reimbursements, assets, and liabilities.
Process your first 30 documents free. No credit card required.
Upgrade for CA$99 per estate, one time, plus applicable taxes.
Original documents preserved
Review and correct AI results
Export organized records
Organized estate records
Assets & accounts
Property documents
Expenses & receipts
Legal documents
Illustrative UI. Replace with an actual screenshot before launch.
A LITTLE MORE CLARITY
Named executor? There’s a lot to keep track of.
Bank statements, property records, legal documents, funeral receipts, unpaid bills. Managing an estate often means gathering information from many places while trying to understand what matters and what comes next.
Executorly helps you bring order to the paperwork and maintain useful financial records as you work through the estate.
Find the paperwork
Keep estate documents categorized, searchable, and easier to retrieve.
Keep track of the money
Organize expenses, reimbursements, assets, liabilities, and account activity.
Prepare records to share
Download organized files and supporting reports for your lawyer or accountant.
A STANDOUT FEATURE
One messy PDF. Individual documents, organized automatically.
Have a single PDF containing bank statements, receipts, and other estate paperwork? You don’t need to separate every document yourself. Executorly uses AI to identify and split the individual documents, suggest clear filenames, file them into categories, and extract useful information.
Each successfully processed individual document counts toward the 30-document free trial, even when several documents came from one uploaded PDF.
Combined PDF
Bank statement
Utility invoice
Legal record
HOW IT WORKS
From scattered paperwork to organized estate records.
Get started without setting up complicated folders or learning accounting software.
01
Create your estate
Set up a workspace with a few basic details about the estate.
02
Upload your documents
Add PDFs and images in batches, including combined PDFs with multiple documents.
03
Let AI organize
Executorly identifies, splits, renames, categorizes, and extracts relevant information. Review results that need attention.
04
Track and export
Keep records of expenses, reimbursements, assets, liabilities, and relevant transactions. Export organized documents and reports.
POWERFUL, WITHOUT THE COMPLEXITY
More than document storage. A clearer estate record.
Documents are just the starting point. Executorly helps you keep the supporting financial information organized, too.
SEE THE WORKFLOW
Your documents become useful records.
An uploaded bank statement can become an organized document with extracted institution details, dates, balances, and transactions. Related expenses can be reviewed alongside supporting receipts, helping you build a clearer record of the estate.
You remain in control: review and correct extracted information before relying on it. Your original uploads stay unchanged.
ILLUSTRATIVE WORKFLOW, NOT A LIVE SCREENSHOT
Free document processing
30 of 30 processed
Your first 30 documents are complete. Other uploaded documents are kept for processing after upgrading.
Bank_Statement.pdf
Organized
Utility_Invoice.pdf
Organized
Remaining_Documents.pdf
Awaiting upgrade
Illustrative only. Confirm actual product UI status labels before launch.
SECURITY & CONTROL
Important documents deserve careful handling.
Estate paperwork can contain sensitive personal and financial information. Executorly is built to help you manage it thoughtfully.
Protected in storage and transit
Documents and account information are encrypted in transit and at rest, with estate-level access isolation.
Original files preserved
Uploaded source documents remain unchanged and separate from processed or renamed versions.
You review the details
Correct AI results, review financial information before confirmation, and export your documents when you need them.
Executorly organizes information; it does not provide legal advice, prepare probate filings, or guarantee court compliance.
GOOD TO KNOW
Frequently asked questions
Yes. Executorly identifies and automatically splits individual documents within a combined PDF. Each document can then be renamed, categorized, and processed separately.
READY WHEN YOU ARE
Bring your estate paperwork together.
Start with 30 processed documents free. When you’re ready, unlock unlimited document processing for your estate with a one-time CA$99 payment, plus applicable taxes.
Executorly is available now in Early Access. We are continuing to improve the experience and welcome feedback from executors.