EstateExecReviews of estateexec.com

This website and the team that runs it have been so helpful with navigating being a trustee for the first time. It is really well organized and very easy with getting started and relieving some of the stress of the process.

This is my 5th family member for whom I have been the Administrator of their estate but the first time I have used EstateExec. I am so impressed with this product, it's ease of use, thoroughness and accuracy. I have gained so much more knowledge than I previously had regarding the requirements of an administrator, and highly recommend this for anyone who is an Administrator or Executor of an estate. I will post another update on my opinion of it after the estate has been dissolved and the court accepts my final reporting.

This software is very easy to use and lays out everything in a very practical manner. I'm glad I found it!

me 63 year old attorney in Hoboken NJ, estate, real estate business practice. My clients and their parents are dying at a higher rate than one I was young. My problem is changing staff, missing the little things and staying awake at night worrying about things I should not be thinking about at night. The solution is EstateExec, it is absolutely amazing how much Detail and reference and knowledge is packed into such a easy to use product. And it is priced per estate, so affordable and so perfect for NJ estates. I see that the vast majority of users gave this a 5 star review and so do I. JUST TRY IT, it will transform a potential minefield of mistakes and worry into an organized plan of work so that your client will think your the best lawyer that can be and they will tell their friends and relatives about you, not knowing, not caring that you competency and thoroughness is due to Estate Exec.

The trend of web app development is rising which is why as a company we decided to get web application development to be ahead of our competition. You can say that the results we got from Estate Exec. would decide whether I had a future at my company.

Acting as an estate executor can be an unfamiliar and daunting task. Estate Exec is a fantastic tool which offers a intuitive interface and focused set of functions specific to the role. I purchased the product late in my process which is my only regret. Personally I am using the product to account for 3 years of probate which was made even more difficult due to COVID-19. Estate Exec allowed me to produce reporting which would have been very difficult with other less focused tools. I highly recommend Estate Exec.

Purchased this software through recommendations and previous reviews online.....without seeing a demonstration one always has to be mindful that things may not work out as planned. Surprise, this is a Cinderella fit..... Meaning simple, if the shoe fits....well everyone knows the rest of the story. Seriously, EstateExec is very informative and thorough. Of course with any program or tools of trade, my suggestion has always been..."read the instructions". This program comes with exceptional tutorials to help guide anyone through the process of setting up the estate preliminaries, and then following through with the process of tracking expenses to determining the percentages of distributions to heirs or beneficiaries. We are a general accounting and management solutions firm with a worldwide client base. We are called upon at times to plan out the Estate of individuals at the request from the Executors or Administrators of Estates. We have in the past used our own developed in house accounting procedures and applications to do this. Since using EstateExec, we have now changed our protocol's to use this program instead. It is not very often you can find a five star application that covers all the bases, EstateExec does just that. As mentioned it is simple to use and tracks all expenses, assets, debits etc. and balances out the financials perfectly. This is a no brainer of an application. Very modestly price, however, a trusted value at any price. It saves money, time, needless in house expenses. It is far from being a labor intensive application, even for the first time user. During times of Estate tracking and probate filings, this application relieves the stress in preparing those financials required by probate courts. Prepare those required reports with the report generator, and in various formats. If you want that Cinderella fit, and at the end of day, knowing you have a perfect match, EstateExec is the answer. Our firm has hit a home run with this application. Thanks so much.

I was really struggling on how to prepare for a probate attorney meeting. Just by accident it seemed I discovered your website and your fillable forms. From that point getting the information and documents together for the meeting became so much easier. I met with the attorney yesterday and we breezed thru the meeting because I had all the information and documentation that was needed. Your website and forms were exactly what I needed and I find it hard to express just how thankful I am for your website and your guidance. I recommend your website and your fillable forms highly. I think you will be amazed how much easier the whole dreaded ordeal becomes.