Question 1

What is Estate Executor Tracker?

Accepted Answer

Estate Executor Tracker is a web application that helps probate attorneys track executor document submissions. It replaces scattered email and phone follow-ups with a shared 13-step checklist. Executors access the system via magic link - no account creation, no login, no training required.

Question 2

Who is Estate Executor Tracker for?

Accepted Answer

Solo and small-firm probate attorneys who currently track executor document submissions via email, phone, or paper. The primary market is North Carolina, with planned expansion to Florida and Texas.

Question 3

How does the executor upload documents?

Accepted Answer

The attorney creates a case and the system emails the executor a magic link. The executor clicks the link, sees a 13-step checklist, and uploads one document per step. No account creation, no password, no app download required.

Question 4

Does Estate Executor Tracker require any installation or training?

Accepted Answer

No. There is no software to install. The attorney accesses the system through a web browser. The executor accesses their checklist via a magic link sent by email. No training is required for either party.

Question 5

Does Estate Executor Tracker use AI?

Accepted Answer

No. Estate Executor Tracker intentionally does not include AI features. It is a straightforward document tracking and review workflow. The system is hardened against AI-powered attacks, but the product itself contains no AI functionality.