EstateExecReviews of estateexec.com

I have been the executor of my late father and Stepmother's estate for a year. The attorney that was supposedly helping me because he was my Dad's friend bailed on me. I have been walking around blindly trying to figure out everything I'm supposed to do as an executor. I did search online and found EstateExec. The online platform is so simple to use! It walks you through tasks that you need to do. I have discovered so many that I never knew anything about. Without the guidance and ease of use of this platform I would still be frantically trying to figure out what to do. For anyone who is an executor, this tool is absolutely essential and well worth the investment! By the way, the support team is phenomenal. They answer questions fast and are more than happy to help. I am very grateful I found EstateExec.

Wish I had found EstateExec earlier. Wonderful software.

The EstateExec software is easy to use and covers all the possible tasks thoroughly. It made the settlement of my dad’s trust much easier. I am now using it for my own trust.

I found Estate Exec about half way through the process of dealing with my mom's estate, after I had hired a lawyer to do the probate on my behalf. I wish I had found the site earlier, as it is so easy to use and so informative, I know I could had done the probate forms myself using their help and felt completely confident that everything was done correctly. Estate Exec is wonderful! It is so easy to use, has great tutorials as you work through the estate process plus they have the option to get extra advice if you need it. Wonderful site. I would highly recommend it to anyone in the executor role that needs to work through an estate.

My 93-year-old mother died in early October. She'd been in hospice since April, so it was not a surprise. My wife had bought a copy of the "Executor's Guide for Dummies," which I thought had prepared me. Then I realized I had a LOT to keep track of. Death Certificates, Probate, House sale, car sale, stuff sale, cancelling accounts, setting up estate bank account, etc., and I realized I needed help. My wife suggested I look for a ready-made solution rather than trying to do it in Excel, which is where I started. I asked Claude to dig into it, and Claude recommended EstateExec running in parallel with Quicken Simplifi, in addition to some other secondary options. I took Claude's advice, and I'm happy I did! EstateExec acts like an experienced professional, sitting at your side and asking you the right questions at the right time. In addition, it provides a simple framework for tracking the accounts, assets, and liabilities you, as executor, need to resolve. It also keeps track of distributions that you make to beneficiaries of the estate. A feature I need is the ability to share the system with other family members in a "view only" mode, so rather than speculate about what is happening, they can see it. This may not be ideal for all situations, but for me, it is perfect. You may wonder why I'm also using Quicken Simlipifi. I'm tracking only the results of actions in EstateExec - and not all the transfers between accounts. EstateExec will provide a high-level overview of what is going on and is safely shared. Giving Quicken online access to a beneficiary means they can screw things up. That said, if someone has a question that requires a detailed answer, I have that information in Quicken and can dig it up. Final point, I haven't tested this feature yet, because I'm in the middle of resolving my mother's estate. Still, EstateExec says it will produce reports that the court may require, on a state-by-state basis. When you create the account, you identify the state where the decedent died, and where the executor is. Based on other reviews, EstateExec will generate the reports needed. Bottom line, you may not be used to paying for software, but if you are tackling executor duties for the first time, I highly recommend EstateExec. I'm sleeping better, I hope you will too.

I got stuck serving as the successor trustee for my father's estate. Even though I am a lawyer and hired an estate lawyer, it was clear I needed assistance with managing the massive amounts of data involved in managing an estate. EstateExec has been invaluable. I can keep track of expenses, assets, heirs, my time and all sorts of other matters that are critical. It has been essential in keeping me sane through this process. I highly recommend it.

I have been using the ESTATEEXEC software for more than a year on several estates. I have found it to be Easy to use, Easy to fix when I make errors, Easy to navigate and most of all when I CANNOT figure it out ... Easy to get help from SUPPORT !!!!!! My clients and the COURTS are always happy with the reports ... BOTH the standard ones as well as ANY report you can think of because you can export all of the info !!

I originally discovered EstateExec while searching for a program to help organize my personal trust. I wanted something that would make it easier for my trustee to locate everything in one place and manage it efficiently when the time came. The program looked promising—comprehensive, detailed, and full of helpful guidance. I signed up for the free trial but got busy and didn’t prioritize it. Later, when I became the trustee of another trust, I needed a way to manage tasks, track time and money, organize assets, and attach documents. EstateExec was the top recommendation, so I purchased a license for that trust. As I began entering information, I had questions about handling payments and money entries. That’s when Matt, a representative from EstateExec, reached out by email to check on my progress. I replied with my concerns, and he immediately offered to walk me through the process. He gave me a full hour of his time, patiently guiding me step by step. He followed up with a detailed email including visuals of everything we discussed. He even looped in EstateExec support, who also provided additional help. Thanks to their support, I now have a clear understanding of how the program works. I’ve been able to input information with ease and appreciate several features that make trust administration so much easier: - The ability to track tasks, time, and expenses in one place - Attaching receipts and documents directly to entries for easy reference - Generating multiple types of reports that are useful for court filings and attorney reviews - A clean, intuitive interface that helps me follow the money trail and stay organized - Built-in guidance and support staff that are easy to reach with explanations that clarify each step of the process EstateExec has made trust management straightforward and audit-ready. I’m so impressed that I’ll be purchasing a license for my personal trust as well. I’m grateful for the kindness and professionalism of the EstateExec team. Their support was above and beyond, and the software itself is excellent. Highly recommend.