EstateExecEstateExec is online software that simplifies the estate settlement process, automatically providing step-by-step guidance customized to your estate, and automating estate accounting.
EstateExec (estateexec.com) has 203 customer reviews on Five Star Index, with an average rating of 4.9 out of 5.
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Junk M.
Great Product! Could not have done it without this program. Easy to review, manage and update. Highly recommend for anyone who has executor duties. Custom tailored to your state is a big plus. Many hints and links to probate documents for your state. Worth the price!
Kate D.
Very user friendly. Helped to put structure around a complicated situation when emotions were running high. Would highly recommend
Jon G.
My siblings and I had been filled with anxiety over our feelings of inadequacy in our knowledge base of what to do when our last parent passes with the family estate. I spent many hours on the internet looking for articles that would help me understand what an executor's duties would be. And then I found EstateExec, and it was exactly what I wanted. This online resource is amazingly detailed yet easy to navigate. It's written in language that's user-friendly. I think the best endorsement I can say for EstateExec is to go to the website and click the "Executor's Guide" tab at the top of the page. You'll see a table of contents posted on the left side of the page and you should delve into all the topics listed there. That's when you'll realize what an invaluable resource you have. Your anxiety will dissipate, and your confidence will grow within a few minutes of poring over the material because you'll realize you've got the resource that's going to properly prepare you for executing a will and the estate from start to finish. Thank you so much EstateExec!!
Kathy C.
When my parents died they each had a trust which made their estate distributions very simple. However, my younger brother died and it turned out he didn't even have a Will. I was going to have to probate his estate and didn't know where to start. I was looking for something that would help me track the assets and distributions and found EstateExec. It has been a fantastic resource and very helpful as I navigate this process! I appreciate the personal attention they can give when I have questions and have been able to offer solutions to issues unique to my brother's estate. I appreciate having EstateExec to help answer questions and guide me through this process...Thank you!!
Ron M.
My brother passed away and left me his estate. So where to begin...i am not the most organized person in the world so i am happy that i stumbled upon EststeExec. I like this program because it has reduced my stress of handling my brother's estste. It provides a great list of things to do and is a good organizer for me. Too many things to list what it does. I also like the fact that it is online and i can sign into EstateExec from anywhere. Definitely worth checking this program out.
DG
A role no one wishes to play is executor for a trust or will, but if and when you must do so, do it with this program by your side. A great resource for recordkeeping, tracking duties, reports and helpful tips. Happy I found it and worth the purchase.
Gabriele
Totally love the EstateExec platform, as it allows me to easily keep track of the important and many tasks I have as executrix of a dear friend of mine without having to pay a lawyer thousands of dollars upfront as a retainer.
Andrell H.
Outstanding Product! This process would have been significantly more difficult if I hadn't stumbled across this website. It keeps me organized and that is the #1 reason why EstateExec gets 5 STARS. Easy to review, manage and update, it is a "GameChanger" for anyone who has executor duties. My attorney loves it as well. The records will be easy to present in court. Simply amazing.
