EstateExecReviews of estateexec.com

Don't know how I would've gotten this job done without keeping organized through EstateExec and without it's built in guidance. Just with all that alone, the program has been WELL worth it's cost...but on top of that, I acted on one tip in there which was an optional step in settling an estate and this step probably ended up saving the estate several thousands of dollars. Very grateful to have something like this available, otherwise this mountainous task would have seemed impossible.

I found this software while searching executor responsibilities online and could immediately see the value. It is extremely useful to have all the tasks outlined for you and an added bonus has so many resource docs available to do the necessary research to accomplish those tasks. I've already pre-populated all the fields for when the fateful day comes. I plan to use an attorney in addition but this will serve as an extremely useful dashboard to make sure I am not missing anything. The docs also have links to help you find attorneys, appraisers, tax forms, etc. It will be enormously helpful in the eventual time of need. One less thing to stress about for sure.

I purchased this software in advance of an actual need (My mother is 87 and in poor health) to allow me to get a-head-of the game. While my mothers estate is modest (a house, car and some savings), Wisconsin probate seems to be more complicated than it looks at first glance. This program has helped me to fish out the problems I'm going to encounter in advance of the actual need. I can not say enough good about their customer communications. I highly recommend this program to anyone tasked with the duty of Executor (Personal representitve) of an estate.

The EstateExec software has been a fantastic resource for me while I have been administering my father's estate. I was a lawyer for over 20 years and now a circuit judge for almost 15 years (albeit with no probate experience), and the software helped me identify potential pitfalls which I may not have timely seen on my own. There is helpful explanatory information about every aspect of handling an estate, and the default "tasks list" provides a terrific roadmap for anyone administering an estate. I have not yet reached the stage of filing a final settlement with the probate court, but the financial tools embedded in the software will undoubtedly be very helpful in that process. In sum, I give this software the highest rating possible; the company is probably charging too little for it.

I knew I needed something to help me get organized as the Executor for a friend's estate. However, I had no idea that EstateExec had done so much of the heavy lifting for me! Especially useful is the detailed to-do list complete with when to do it. This has to be the best product out there, and would be worth it at 2 or 3 times the price!! Best find ever!!

This is an AWESOME product! It is packed with detailed information that is tailored to your state and county regulatory requirements. When my father died, I really wasn't thinking straight. After I put in his death date, state, county, and estimated estate value, it built a 26 item checklist with due dates tailored to my situation. My near-term duties were clearly listed, with drill-down extensive information for every task. The transparency it offers allows easy statusing to my siblings, as well as giving the estate attorney and CPA the information they need. The attorney even remarked that he is considering offering this software as an additional service to his other estate clients. The free trial really is a no-brainer to figuring out if EstateExec is right for you. (I actually got an unsolicited call from their help desk after purchasing asking me if I needed any help using their software. Unbelievable!) I recently started some distributions, and it provides a great audit trail to the source assets. This is making the CPA happy too! It is a wonderful product that gently helps people get their thoughts organized and ensure that the important things don't get overlooked! It's a hidden gem!

As I got older I decided to take care of my will and associated documents. I did that, and with the help of Estate Exec software have set up the means by which my Executor can process the multitude of tasks that need to be handled, remotely. It was important to prepare ahead of time and help avoid any mishaps within my family. Estate exec really helps to keep everything organized. Estate Exec is a great find and most important is that my Executor, a relative, will be able to effectively, and with less effort, manage my estate at a time (in the future) when my passing will be emotionally difficult. It makes it easy to share and prepare the Executor, a little bit at a time, for the inevitable.

I discovered EstateExec last winter when a friend asked for help with an estate. It's usefulness was immediately apparent. Now I am executor of my mother's estate and using it again. The value of having so much information in one place and accessible from anywhere is immense, as is the ease of sharing data and reports. The team is great, very responsive and sensitive to the fact that if you're using their software, it is likely a difficult time. They truly seem to care about providing a product that is genuinely helpful. If you are involved in administering an estate of any size, you will not regret licensing EstateExec.