Track every estate compliance deadline so nothing is filed late
Every morning, WebRun opens EstateExec for each active estate, identifies compliance-related tasks due within 60 days such as tax filings, inventory submissions, and creditor notification deadlines, cross-checks outstanding financial items in QuickBooks, and sends the attorney a ranked Telegram briefing.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically track estate tax and compliance filing deadlines?
WebRun opens EstateExec every morning, reads compliance-related tasks due within 60 days across all active estates, checks whether QuickBooks accounts are reconciled for those with approaching tax deadlines, and sends the attorney a ranked Telegram briefing with urgent items flagged. Nothing is filed or submitted automatically.
- Attorneys start every day with a ranked list of compliance deadlines across all active estates
- Estates with approaching tax deadlines and unreconciled accounts are flagged before it is too late
- Completed items are automatically removed so the briefing is never cluttered
Built for probate attorneys · estate administrators · estate executors · trust officers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.estateexec.comin a real browser with your saved login - no setup, no API keys. -
1
EstateExec - read compliance tasks and their due dates
estateexec.com How to Automate EstateExec
WebRun opens EstateExec to read compliance tasks and their due dates. - Open EstateExec and navigate to the task list for each active estate
- Filter for compliance-related tasks due within the next 60 days, including tax filings, inventory due dates, and creditor notification windows
- Note the task type, estate name, due date, and current status
Done when All compliance tasks due within 60 days are captured with their estate, type, and due date.
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2
QuickBooks - check outstanding financial items affecting filing deadlines
- Open QuickBooks and check for outstanding transactions or unreconciled items that would affect the estate tax filing
- Flag any estate where the accounts are not yet reconciled and the filing deadline is within 30 days
Done when Any estate with an approaching filing deadline and unreconciled accounts is flagged.
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3
Telegram - send the attorney a ranked compliance briefing
telegram.org How to Automate Telegram
WebRun opens Telegram to send the attorney a ranked compliance briefing. - Send the attorney a Telegram message with today's compliance briefing
- List deadlines sorted by days remaining, with items due within 14 days marked as urgent
- Flag any estate where QuickBooks accounts are not reconciled and a filing is approaching
Done when Attorney receives a ranked daily Telegram compliance briefing.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does WebRun file any tax returns or submit any documents automatically?
No. WebRun only tracks and surfaces compliance deadlines. All tax filings, court submissions, and government filings must be done by the attorney or executor. WebRun never submits anything on your behalf.
Which compliance deadlines does it track?
It reads the full task list EstateExec generates for each estate, which includes probate filing windows, inventory due dates, creditor notification periods, and estate tax return deadlines customized by state.
What if a deadline is already completed?
EstateExec marks tasks complete when they are done. WebRun reads live task status on each run, so completed items are excluded and the briefing reflects only genuinely open deadlines.
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