EstateExecReviews of estateexec.com

I am the executor of my sister-in-law's estate in another state. Her sons are her heirs and in their 20's so completely unaware of the many things that had to be done. In addition to being impacted by the COVID-19 pandemic so I was not able to travel, my appointment was delayed due to the shutdown of many state and local offices. I had searched for estate checklists and was told by her attorney they did not have one. EstateExec proved to be a breath of fresh air. The timeline and due dates are fantastic as I can anticipate important paperwork deadlines. Who knew 9 months after death was important? The software also allows me to open a separate account for managing the trust that was set up for my nephews and keep track of real estate in multiple states. I will recommend to anyone who has an estate to handle.

EstateExec has been a tremendously valuable tool for me in helping a first-time executor understand and organize the estate process. It has also helped get through the duties as personal representative/executor quickly and accurately. Of particular note is the ease of sharing the data, process, and progress among the heirs to preclude any frustration or misunderstandings. The sample estate is a great way to learn to program without worrying about impacting one's data, but the flexibility makes correcting any errors with the estate quite simple as well. The only thing I would do differently in the future is to get started with EstateExec further before the passing of the decedent to ease accurate capture of the estate assets and liabilities.

I was looking for more guidance on how to organize the information I had to accumulate for my mother's estate and came across this. What REALLY impresses me is that you can drill down on any topic and they have links for more information and what is required by law for YOUR STATE the estate is in. I have two handbooks that tell me everything that needs to be done, but they are general, not state specific and that can save you a lot of grief and time. I loved that it gave me a task list to follow and I can check off things as I complete them. I've never used Quickbooks, but I imagine this is similar to this. It is worth the money.

I was searching for an easy to use, trustee software solution to settle my fathers estate. After looking over a number of different options, I chose EstateExec. Its super easy to use, has a nice pre-populated task section to leverage, generates reports, tracks activities, and has great customer service as well. I highly recommend it to anyone looking to tackle the task of settling an estate!

I knew I was my Mom's Trustee and SOME of what that entailed. But when you're dealing with your loss, and you have some tension in your family, doing it right the first time is important. I had googled Trustee responsibilities and found checklists and steps, but I didn't feel comfortable that it was a complete list. EstateExec is the complete package. It includes tasks, timeframes and reports. I love the idea that at the end of the process (I'm 43% along after 3 weeks!) I will be able to not only generate reports, but also know how much to disburse to each beneficiary. The Task Notes column is a great place to include who I spoke with, notified, etc, to give more of an explanation of the task. Matt followed up with to see how I like the program and what improvements I'd like to see. One thing I mentioned was the ability to upload documents to the program, so I could keep things like the House market analysis or appraisal so I could keep everything in one place. That benefit would increase the price of the software, so, I'll just keep that in my own folder! I highly recommend this program, especially for first-time Executors/Trustees. It's easy to learn, inexpensive, and will give you peace of mind once you reach 100%!

Finding this was a godsend. As a first time executor, I was overwhelmed with details during an emotionally fraught time. I am grateful Estate Exec exists as it both simplifies and informs the tasks of estate management. The ability to tailor it for the individual state was a great help as well. I would highly recommend this to anyone settling an estate whether you are using a lawyer or not.

Estate Exec has been a blessing. My father passed away just over two months ago, and I had no idea what all was involved in settling an estate. I stumbled across Estate Exec while I was looking for a self-help book regarding being an estate executor. The task list has been invaluable, as I had no idea that so many things needed to be done. I have really appreciated the recommended time line for each task also. The pop up boxes with explanations have also been helpful, as well as the fill in the blank format. Estate Exec has been worth every penny of the license fee.

A friend asked me to serve as executor about a month before he died, and I'd never served as an executor. Started doing my research as soon as he asked, so I knew there was a good deal of organizing and documenting necessary regarding settlement of an estate. Was about to start building spreadsheets when I thought "Bet there's a solution out there", and a quick search brought me to EstateExec. Easy learning curve, logical organization, and a great price. At this point (about 3 months of use), I've used the software for data entry and task tracking. Next up, generating reports, and so far, it looks like it will make the job relatively quick and easy. Glad I bought it and recommend it to anyone who has to be an executor.