EstateExecReviews of estateexec.com

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!

I'm a CPA and I thought I could handle all the paperwork, and Organization of being an executor when my friend passed using my typical tools of excel and office but was quickly overwhelmed. EstateExec helped tremendously by helping me organize what I needed to do as well as included super helpful task checklists of all the things I needed to do as no one tells you all the things that have to be done. I'd be lost without it.

This software is really great, becoming a Personal Representative or Executor can be very daunting but this software will help you greatly. I will guide you on the most important things and making sure you don't forget the most important things. Also it helps making an inventory and keeping track of all expenses and hours you as Executor will make. I would say try it out for a couple of days before you commit, it is actually only about $17 a month for a year. But once you start working with it you will like it and will sign-up. I have not tried other programs/software so cannot really compare but with all the things this software offers I feel in control. Good luck with the decision and with being an executor.