EstateExecReviews of estateexec.com

A very well designed product. It has been a tremendous help to both me (executor) and my attorney. I have already recommended EstateExec to two of my friends who will be the executor for their parent's estates. I would recommend this software for anyone dealing with the management of an estate.

My father's death was not unexpected as he had attained a great age and lived a long life. However, as often happens in these types of circumstances, not all was in good order. This was an especially difficult time as, due to Covid, things were still not working in a normal or efficient way. My young adult son, who had traveled across the country with me to help me transition my father to a care home, but ended up helping me manage his estate after his death, was looking for some way to help us navigate this unwieldy undertaking. That's when we found EstateExec online. We read the reviews, which were impressive. EstateExec immediately provided us a way to systematically start the daunting task of administering my father's estate. Especially helpful, at the start, was the timeline EstateExec provides the user. This task needs to be done in the first 2-3 days after death, then these are the tasks for the first week after death, then the tasks that need to be completed by the third month, and so on, up until the estate is finally settled. Settling an estate can, in many cases, take up to two years, sometimes more. Using EstateExec's timeline is so helpful and important during this long process. Many Executors also work, and, perhaps, like me, did not realize what a time-consuming job being an Executor actually is. EstateExec helps Executors keep track of the many facets of settling the estate over the year or two to come. In addition, several weeks in, we received a phone call from the founder of EstateExec, Matt Veltmann. He reached out to check on how all was progressing and how we were finding EstateExec at the start of the long process of settling the estate and trust. I cannot emphasize enough, in this time of phone trees, hours on hold, and outsourced customer service, how wonderful it was to talk to a human being. Matt, and his awesome partner/developer/tech guy, Dan Stickel, are a fantastic team and have put their hearts and souls into developing EstateExec. I highly recommend this product for anyone who finds themselves in the position of Executor.

Have been using the program to manage my family trust for about 5 months now. The ability to organize all aspects of the process in a report format is very helpful. Having all the tasks already suggested with a timeline was instrumental in getting the process moving after my mother passed suddenly. The resources, knowledge base of info on trusts, estates, heirs was invaluable and i referred to it often. A great product if you have to deal with a trust and don't want the expense of hiring an attorney.

Great product.

I occasionally had trouble seeing how the software should work--but that's me and almost all software is unintuitive for me. The great thing about the program is that you don't know what you don't know--you don't know what categories of activities and decisions (and record-keeping) actually exist. The program shows you, and makes the record-keeping easy. In addition, a great plus is that it lays the chores out in the proper order--something most of us would have no insight into when we start.

Awesome software! Provides an organized platform for managing through the process. Best feature for me is syncing with the checkbook. The links to guide you are great as well... When I question something, it's easy to click to an answer. Highly recommend EstateExec!

Matt Veltmann Recommended I Set Up An Email Address To Request Advice In The Future. That Was So Kind, Him Reaching Out To Me! Product Keeps Showing Me New Procedures That Add To My Expectation. User Interface Responsive And Pleasing To The Eye, Very Informative Orientation! Hope To Talk Again, In The Future! Sincerely, Larry

This program solved all my problems with knowing what was required of me as executor. Everything is laid out in an easy to understand timeline, and the extra information about each topic is extensive. All your research questions are answered here; I could quit Googling for my education. Once I started entering my information, I began to relax for the first time in a long time. Highly recommend. My attorney even asked for the name of the program to pass on to other clients. Saved me a bundle as I could quit asking him expensive questions!