EstateExecReviews of estateexec.com

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.

Estates are complicated and I didn't have any background in the subject. EstateExec has been invaluable at getting me up and running in handling this task. Reading the "Docs" section provides a good overview of what all needs to happen, and the "Tasks" tab keeps me on track with timelines. I am impressed that there are click throughs on terms that lead to government websites in my local jurisdiction of Saskatchewan. I didn't see another product out there that handles this topic in as straightforward a manner.

This software has been surprisingly good. I was very, very skeptical of the app that sounded too good to be true. The free trial was helpful. I figured that would be more than sufficient to reveal any problems I expected. However, I was very surprised at what the app offered. The app is very well thought-out and provides extremely useful information that I would have had no idea to think about and plan for timely. I was particularly impressed with the knowledge base that covers nuances of all the different states and ancillary probate procedures - I am in Louisiana, which has a unique legal framework, and some property exists in a neighboring state under a different legal system, but that was no problem at all for laying out a task list of manageable executables. The biggest thing I wish I would have done was to set up this app prior to the death of a beloved family member. It would have been immensely helpful to lay the groundwork for information and steps necessary to flow into the estate management even more easily than it has been with the app alone. I would very much recommend this app, which really helps focus the catalog of issues into something that can be managed relatively effortlessly.

EstateExec is a terrific information source as well as set of organizational tools. I am an attorney, but have never handled an estate until my mother died earlier this month, so I am just a layperson at this portion of the law. There's a very good checklist of tasks to be accomplished, and when. And you can customize and add your own tasks and deadlines. I found much useful state-specific information, with links to the relevant forms and statutes. I would recommend this program to any executor/executrix.

I found the EstateExec product to be exactly what I needed. I typically do my own taxes with the help of an online service and was definitely looking for something like this to help manage my parent's estate when they passed. The overall user interface is pretty straightforward. I used it to easily track the many different assets and debts I had to untangle. The documentation really is exceptional. Simple yet deep and detailed. Has cool user management integrations to share read-only access with other beneficiaries which helps immensely keep all interested parties up-to-date. The trial period is certainly long enough to figure out if the product will meet your needs. The staff there seems engaged and ready to help. I'm a happy customer.

I am deeply appreciative that I found this product. Wish I had know about months before I took over the role of Executor of my father's estate. The functionality and tutorials are great. The information section is a consolidated wealth of information. If I could give the product 6 stars... I would.

I signed up for this program the day that my mother died. It's been 3 months now, and I'm continually amazed at the help that the program offers, as well as the help of their customer support division. I can't imagine trying to be the successor trustee without EstateExec. It allows me to keep track of accounts, expenditures, my time, my costs, list of tasks required and by when, etc. It's worth its cost, and then some. If you are hesitating on spending the $199, and aren't sure if you'll need this, let me assure you that you will need it, and will be eternally glad that you spent the money.