EstateExecReviews of estateexec.com

I found EstateExec a couple months after becoming an executor and wish I'd found if sooner. It is a great resource at a reasonable price and will certainly make your executor experience a less stressful one.

I have been using EstateExec for 6 months now, and just getting to probate process in Nevada. The site is great in maintaining all the records and activities that I expect will be needed to future validation with the probate court. All times spent on estate, expenses incurred, asset and debts of estate, and heirs and asset distribution processes. Whenever I have activities involved with managing the state, I go to EstateExec to document the activity and and expenses incurred.

I lost my mother last year and found myself executor of her fairly complicated estate - I doubt Annie is actually easy it will always be heirs outstanding debts property taxes all kinds of duties - I gather a little bits of information here a little bits of information there and then I thought surely there must be a few apps or programs to help me out but not so - In fact, EstateExec is the only program of its kind - all aspects of the administration of the estate in one place.- Schedule - responsibilities and guidance - Comprehensive - Remarkable -

I was blindsided by my father's death. I was the executor but had no idea where to start. This software was able to help me get my tasks lined up and start sorting the details in a timely and orderly manner. Appreciate the attention to detail and the docs for all of the explanations.

Totally worth every penny. I was up to date, slighly informed but technically lost in the weeds of estate reporting and as how to compile all of the details and information and my attorney did not advise what's next until it was next; however, once I found EstateExec the picture changed with me feeling more comfortable with what was next and a better understanding of managing the estate. So glad I found this software not only to help me navigate the estate filings but to keep me informed overall on how to manage the estate information.

This software has been fantastic. I was overwhelmed with all my responsibilities as executor of my mother-in-laws estate. I did hire an attorney to get probate started but there was so much details that I had little knowledge of. The software was able to simplify the process with task lists that were easy to check off. Maintain expenditures and cash flow items. Using the software I could easily generate reports that clearly showed were we were in the process. I have no doubt that using this software has saved me months in the probate process and is saving the estate significant amounts of money that I would likely be spending with Attorney consultations. This software has made a great impression with my Attorney as I produce reports that have all the detail needed to the Estate. It has also been very helpful for the heirs since I have been able to be very proactive on letting them know exactly were we stand in the process. I highly recommend this software. It has removed a lot of stress from the process of being an executor.

Named Executor of my Mom's estate, I EstateExecs and extremely valuable tool, making me aware of several steps I wouldn't have known to take, and enabling me to be transparent with my family as well as giving them a place to go 24x7 to have their questions answered without the need to call and interrupt me and have me repeat same information for each. In addition, there a "live" person reached out to me to see how things were going and address any questions I had. Highly recommend!

My California estate attorney recommended this program after numerous failed attempts trying to do an estate accounting in Excel. I had previously spent weeks trying to get all of my dad's assets, liabilities and debts entered and reconciled in various other types of accounting templates, all of which ended in frustration due to the inability to get it all to reconcile. My attorney rejected draft after draft, until she finally did some research and found EstateExec. By this time I was burned out by the entire experience, so I waited a week and signed up for the free trial. I immediately got on a roll. As data is entered, the program puts it into the appropriate categories, which then systemically created the reconciliation by way of all of the connected tabs in the program. This is the part my attorney needed to see that I couldn't achieve previously. During my free trial period, Dan Stickel, the developer, followed up with a personal email to ask if I had any questions - which I did. I purchased the program for $99 before the trial was even up, because I just knew it was going to work exactly as needed. It was very user friendly and very intuitive, but still not having any sort of finance background (I'm in the legal profession) I continued to have questions, and Dan continued to provide solutions to every question I had. The best part is the reports - there are various reports that can be generated that tallies and summaries all of the data - and this is exactly what my attorney needed. I sent her my first draft and she said "finally, success, this is exactly what we need". With that, I continued to enter my data and everything reconciled to the penny. While it was the program that was the tool that ultimately allowed me to complete this task as an estate Administrator and Trustee, it was Dan and his team, with their support and service, that got me through to the finish line. I've never experienced this level of personal support and assistance with anything I have ever purchased before. Before working with them, I was about to throw in the towel and hire a CPA to do this, but fortunately I found them just in time and didn't have to do this. The cost of $99 was worth every penny. I just wish I had found it months ago. Even for the most finance-savvy person, it is well worth the investment from a time-saving and efficiency perspective.