EstateExecReviews of estateexec.com

Really good software to help you keep track of everything estate related and keep you on task and moving forward. The AI tool is particularly helpful when you are filing confusing or vague court paperwork, especially if you are Executor, trying to do this without an attorney. Keeps the records and prepares the reports you'll need to file with the court for you.

If you are an executor you need this program. Period. Full stop. Everything you need to know, by state. Share with accountants and lawyers to save time and money. Even shared tips and jokes.. read the one on cancelling subscriptions. Buy it.

5-Star Review for EstateExec I cannot recommend EstateExec highly enough! After my father passed away, I was overwhelmed trying to handle his will, probate, and all the financial loose ends on my own. EstateExec stepped in and made the entire process so much smoother and less stressful. Matt Veltmann was absolutely fantastic. He took the time to understand my situation and personally helped me draft clear, professional letters to my attorney. Thanks to those letters, I was able to recover nearly $6,000 of my own personal money that I had spent on my father’s hospice care and end-of-life needs. That reimbursement made a huge difference for me during an already difficult time. The team at EstateExec is knowledgeable, responsive, and truly cares about helping families through probate and estate administration. They guided me step by step, answered all my questions, and helped me stay organized as executor. If you’re dealing with a loved one’s estate, do yourself a favor and reach out to EstateExec , especially Matt. They turned what could have been a nightmare into a manageable process. Thank you, Matt and the whole EstateExec team! You made a real difference for my family. ⭐⭐⭐⭐⭐

As someone who works with a significant number of estates, I fully intend to incorporate this into my business. It streamlined the administration process and took the guesswork out of what needed to happen next.

I used 2 licenses for EstateExec to work on my late sister's estate and trust. The site is very easy to understand and use. The folks there were fantastic whenever I contacted them with questions - they responded very quickly and always had a complete and competent answer. I'm smart, but inexperienced in estates, wills and trusts. I was working with 9(!) beneficiaries which on some levels made things exceptionally complicated. Using EstateExec to organize my tasks and (very important) DOCUMENT my actions was so valuable!! Highly, highly recommend if you are an executor and/or trustee!

EstateExec takes a complicated thing and makes it much simpler. I think this is a great service you’re offering the world, very helpful to our executor, and great for my peace of mind. Thank you!

As the sole executor for my parents’ trust, I was faced with a huge amount of work, including providing the other heirs with a detailed accounting of the estate. What I didn’t know earlier on was that the accounting needed to be done in a certain format, and that format varied by location. After a lengthy and most unsuccessful search trying to find what that correct format was, I was lucky enough to discover EstateExac.com. It offers a free 10-day trial, is customizable by state, and is geared for the lay person rather than a specialized professional. It includes a variety of features to help you understand what is needed not only to create a thorough and acceptable accounting, but also a detailed list of tasks and timeframes of the required duties of the executor, and much more! I love that it is accessible from my phone, desktop, or iPad, and keeps the information safe because it is encrypted. Had I known initially how long and complicated it would be to settle the estate, I would have purchased it long ago to keep track of everything along the way. All the same, it’s a relief to have found this extremely helpful and cost-effective solution. Unless you plan to turn everything over to a very highly paid professional, I strongly suggest that you give the software a try - it will cost you nothing and might save a lot of money and grief!

Our mother’s estate is very complicated with 3 trusts and probate in 2 states for houses not titled correctly. What a mess! However Estateexec is making it much much easier by providing excellent guidance, ability to create detailed accounting of time, costs, assets, documents, heirs, AND they have excellent customer service. That excellent customer service started from day 1 with our 1st license! Highly recommend!