Chase overdue estate creditor payments before they become claims
Every Monday, WebRun opens EstateExec, reviews the creditor and expense list for overdue outstanding payments, logs each overdue item to a Google Sheet ranked by days overdue, and drafts a payment authorization letter in Gmail for the executor to review and approve before any payment is made.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically identify and chase overdue estate creditor payments?
WebRun reviews EstateExec every Monday for overdue creditor payments, logs each to a Google Sheet ranked by days overdue with items more than 30 days flagged as high priority, and drafts a payment authorization letter in Gmail for the executor to review. No payment is made and no creditor is contacted without explicit executor approval.
- Every overdue creditor payment is surfaced and ranked each Monday morning
- Draft authorization letters are ready for review without starting from scratch
- No creditor is contacted and no payment is made without explicit executor approval
Built for estate executors · probate attorneys · estate administrators · family trustees
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
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 - identify overdue creditor payments
estateexec.com How to Automate EstateExec
WebRun opens EstateExec to identify overdue creditor payments. - Open EstateExec and navigate to the estate's expense and creditor payment list
- Identify any outstanding creditor claims or scheduled payments that are past due
- Capture the creditor name, amount owed, due date, and how many days overdue for each item
Done when All overdue creditor payments are identified with their details and days overdue.
-
2
Google Sheets - log overdue items ranked by urgency
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log overdue items ranked by urgency. - Open the creditor payment tracker spreadsheet
- Append each overdue item as a row with creditor name, amount, original due date, and days overdue
- Sort by most overdue at the top and flag items more than 30 days overdue as high priority
Done when The creditor payment tracker is updated with all overdue items ranked by urgency.
-
3
Gmail - draft payment authorization letters for executor review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft payment authorization letters for executor review. - Draft a payment authorization letter for each overdue creditor payment
- Include the creditor name, amount, and a summary of the payment history
- Leave each letter in Gmail drafts for the executor to review and authorize - never send or initiate payment automatically
Done when A draft payment authorization letter exists in Gmail for each overdue creditor item.
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
Will it make any payments or transfers automatically?
No. WebRun only identifies overdue amounts and drafts authorization letters. Every payment must be explicitly approved and initiated by the executor. No funds move without human action.
What counts as an overdue creditor payment?
Any outstanding expense or creditor claim in EstateExec that is past its recorded due date and has not been marked as paid or disputed by the executor.
Will creditors receive any communication automatically?
No. Draft letters are placed in your Gmail drafts folder. No creditor receives any communication from this workflow until you review the draft and send it yourself.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.