Estate executor software for families

Stop Playing Phone Tag with Your Family

The private communication hub that keeps everyone informed about estate progress without overwhelming you with endless calls and texts.

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RH

Hello Rob

Financial Summary

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Current value
$2,388,000.00
6 assets
Debts remaining
$107,000.00
3 debts
Distributed to heirs$0.00 of $1,597,500.00
The Executor's Dilemma

You're Managing an Estate, Not a Call Center

Being an executor is hard enough without becoming the family's 24/7 information hotline.

The Constant Calls

"What's happening?" "Any updates?" "When will this be done?" The same questions from five different relatives, every single day.

Family in the Dark

Without visibility into the process, family members imagine the worst. Uncertainty breeds suspicion and damages relationships that matter.

Information Chaos

Documents in email threads. Account balances in your head. Distributions on a Post-it. Important details scattered everywhere and finding what you need when you need it is a nightmare.

The Solution

One Dashboard. Everyone Informed. Zero Phone Tag.

Percorso creates a private family hub where you post updates once and everyone stays informed. Track every dollar and give your family their own view of the estate.

Post Once, Reach Everyone

Share updates, photos, and documents with the whole family instantly.

Instant Notifications

Family members instantly notified through email updates

Visual Progress Tracking

Everyone sees where things stand with clear milestones and timelines.

Secure Document Storage

All important files in one secure place, accessible to those who need them.

Beneficiaries get their own view

Each heir logs in to see what they're inheriting and where things stand. They stop asking. You stop explaining.

The numbers, in one place

Assets, debts, and planned distributions in one ledger with a court-ready audit trail of every change.

Johnson Family Estate

3 new updates today

MJ
Mary Johnson
2 hours ago
Court hearing scheduled for March 15th at 10am. I'll share the outcome as soon as we're done. 📋
MJ
Mary Johnson
Yesterday
Uploaded the final inventory report. You can find it in the documents section.
Simple Pricing

Everything Organized. Nothing Overlooked.

Affordable peace of mind during one of life's most stressful transitions.

Essential
Everything you need to keep family informed
$9.99/mo
per estate • cancel anytime
Ten estate members
Post updates & photos
Email notifications
Progress tracking
Basic document uploads
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“Before Percorso, I was spending hours every week on the phone with my siblings explaining the same things over and over. Now I post an update and everyone's informed. It probably saved our family relationships during the hardest year of our lives.”

SP
Sarah P.
Executor, Boston MA

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