EstateExecReviews of estateexec.com

As a first time Executor this software was exactly what I needed to have all the estate information (deceased, heirs, distributions), transactions, assets & liabilities, and forms. The task/checklist is a very useful tool to ensure the executor is making progress as the estate is administered & settled. Reporting is one of the most important features and gives the user options for which columns & views to generate with output as .csv or .pdf. I had a lawyer file probate which could be done electronically and providing a report to her to populate the forms was easy. When embarking on this role I researched the tasks required and realized tracking everything was the most challenging part. Initially I started recording information in spreadsheets but thought there must be an app or software that could do that and found EstateExec recommended in multiple places (I was looking for one in particular that was built to include Canadian estates). After using it I can see why and would also highly recommend it as a tool to use in estate administration. It's fairly intuitive and has numerous instruction screens and the support is top notch. While I would rather crawl across broken glass than be an executor again, EstateExec would absolutely be my go-to for administering an estate in future to make it as painless as possible.

I live in a state with inheritance tax. The estate wasn't huge but we didn't want to pay a lawyer 3% to do all of the paperwork. If it hadn't been for EstateExec, there is no way I would have been able to complete and file all of the correct paperwork without the help of a lawyer. Using Estate Exec, I was able to navigate all of the legalities of inheritance/estate issues in my state with relative ease! When I needed help from an actual human, they were there at the ready. Using EstateExec saved my siblings and me over $25,000 in legal fees. I highly recommend EstateExec!!!

EstateExec software was a great help in completing the probate process. Easy to use, and the availability of necessary forms and outline of necessary steps was very helpful. The personal support was fantastic!

EstateExec was very helpful while working on my father-in-law's estate, which was modestly sized and amicable. First, the customer support was absolutely outstanding. The software is easy to understand, and included useful tools like a modifiable task list, a section to manage asset values including the estate bank account. The software includes detailed relative links to useful information that I found otherwise hard to find or understand, as probate and estate management is very legalistic and confusing. Overall I found the software very comforting and helpful while trying to sort through a painful and confusing experience.

Having zero experience in managing a Trust estate, I knew I needed guidance. A quick google search and I found EstateExec had excellent reviews by respected authorities in the Finance, Legal and IT world. I found it to be intuitive and educational. In my first week of use, I had learned enough to side-step some potentially expensive incorrect tax decisions if left uneducated and it more than paid for the investment. I have made several recommendations to friends who have thanked me numerous times for steering me to this platform.

I knew I was stepping into a complex task when I was asked to administer a family member's estate. No planning. No will. I quickly realized that staying organized and keeping track of details was essential to getting to the finish line. EstateExec was exactly what I needed. I was searching for advice, a checklist, a log, a spreadsheet template--just something that would keep me on track. I got much more than all that! As I worked through the tasks, I went from confused to confident. The value of this tool far exceeds the cost--especially when you are going through probate and must have an accurate and thorough accounting.

When I found EstateExec I felt more comfrontable covering all the requirements of a Trustee and Executor for my Uncle's Estate. I like the different access levels for my back up to be able to see whats happening.

I love the program so far. We are kind of stuck in the waiting process now for the Probate court paperwork, however, I have been able to load some detail into the program so far but cannot wait to get the rest in there. I am an accountant/financial analyst, and this program is literally the Quickbooks of the Estate world. It is layed out in detail and very easy to use. I even told our Attorney about it and showed it to them. They said they may have to pass the word on to other clients. There are still several tasks to complete and go thru but I know that I can definitely reach out if any questions come up, as I am sure there will be. This was a very sudden situation that we found ourselves not prepared for, but this program is like having your own tutor sitting with you.