Estate360 - 2026 Pricing, Features, Reviews & Alternatives

Estate360 is estate administration software for executors and trustees tasked with settling deceased estates. The platform provides a structured framework for asset distribution, debt management, tax obligations and legal compliance across jurisdictions and currencies. The software accommodates both individual executors managing family member estates and professional trustees overseeing multiple estate settlements.

The platform delivers a suite of features centered on a personalized Activity List that guides users through each stage of the settlement process. A centralized digital vault secures critical estate documents such as wills, trusts, financial records and personal instructions while enabling selective information sharing with legal counsel, accountants and beneficiaries. Step by step guidance for probate navigation, asset distribution workflows and debt settlement procedures ensures that all critical steps are addressed.

Estate360 supports multi jurisdictional estates and multi currency transactions to manage international assets efficiently. The platform includes global capabilities for publishing Notices to Creditors in compliance with local regulations in the decedent’s country of residence and other relevant jurisdictions. Transparent process monitoring presents the settlement status to beneficiaries and clearly defines the executor’s role and responsibilities to reduce disputes.

Integration with Legacy360 establishes continuity between estate planning and administration phases by transferring recorded estate information seamlessly. Developer tools and application programming interfaces extend integration possibilities with existing systems and third party applications. The web based interface simplifies access to all functionalities and facilitates collaboration among family members and professional advisors through shared visibility of tasks, deadlines and document updates.