EstateExecReviews of estateexec.com

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.

I highly recommend EstateExec for anyone who, like me, has to serve as an estate executrix with no previous experience in that role. I found EstateExec through a Google search about the functions of an executrix. Immediately following my father's death, I used the software to identify and gather all of the necessary documents, accounts, and other data into one place. It was an easy way to have one central location for everything. Although my dad's estate was not complicated since I had already been his financial guardian, it was good to have checklists to make sure I hadn't missed anything. I thought the $99 cost was entirely reasonable and it certainly saved me money since I didn't have to contact the high-priced lawyer with every single question that I had. I know that there are a lot of additional features in the software that I have not had to use, but which I'm sure would be of tremendous value in a more complicated estate. There is a small learning curve, but if you just follow the guidelines provided, it doesn't take long. If you are faced with handling a loved one's estate, EstateExec is an excellent first step in educating yourself on your responsibilities and beginning the estate process. It helped me create order out of chaos at a very difficult time. Even with a professional background in finance, I found it an invaluable tool.

EstateExec was just what I needed to help my client proceed uniformly through the estate process and to track the estate inventory and transactions. I highly advise this product and will be using it for future estate clients.

Excellent product with comprehensive Canadian relevance. Intuitive, user friendly with good navigation, reporting and tracking of the numerous Estate management activities. Good tutorials. Would recommend for first time Estate managers. I thought it was good value and the one question I had was quickly answered by the tech support group. The info saves quick and allows good flexibility for output reports It has made my work significantly more accurate and organized. A solid 5 star in my books.

I love this software. Before I found it, I was not only managing grief and loss, I was overwhelmed and confused about the many tasks of being my Mom's estate executor. I honestly felt quite alone, and a conversation with the lawyer cost hundreds of dollars - just to get some basic information about where to start. My sister sent me a link to EstateExec's video on how executors get paid, which includes a calculator for each state in the US. I was so thankful to have a clear explanation and real help on something, I decided to explore the site and try the free trial. As I explored the Doc tab (I call it a "manual") I found so much help, yet it's in a simple format with hyperlinks to more information only if you need it. So that keeps it really easy to read. The Tasks tab helped me list and organize everything that needs to be done, and see which comes first, and what can wait. The other tabs keep all of your information in one place. Overall, it's very useable, and the customer service is great. Thank you for making this software!

I was all over the place trying to understand the start to finish process of executorship and how to handle certain circumstances. Internet searches would get me many answers but it was often confusing and very time consuming. I saw this project reviewed in a reliable newspaper and decided to check it out. During the trial period I found that the tools were exactly the ones I needed--simple and easy to report on--but the real value was in the information provided. It was consistent with what I'd been able to search out, but all laid out well, easy to understand, and simple enough to give me confidence that I was going to be able to handle this. This system is well worth the price and I recommend it to anyone who needs a good understanding of the process and the tools to help you through this long process.

This product was very helpful in managing my parent's trust after she passed away. Like many others placed in this situation, I had no experience and the product helped me put together a task list and manage all the information I needed to keep. About the only thing that I would have liked more of was how items applied to a trust, rather than an estate that goes through probate. But it didn't stop me at all from executing all of the necessary tasks and tracking all the associated information. Well worth the cost!

Becoming the executor of an estate was a financial coming-of-age project for which I felt distinctly unpreprepared. Although I am working with a lawyer, I have found EstateExec to be a valuable tool for organizing my efforts and keeping track of all the many, many details. The "tasks" tab has helped guide my work with helpful information. EstateExec is like TurboTax for an estate executor. I'm grateful that such an easy-to-use tool has been available.