EstateExecReviews of estateexec.com

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.

I researched and found EsteExec to document a very contentious estate and trust. The program has been a lifesaver for documenting the estate for probate and then combining it into the trust. The learning curve was a little high in the beginning but the customer support has been above and beyond to answer all of my questions. The program is well worth the investment.

I'll give credit first to EstateSales.net, their reference was how I learned about EstateExec! They say that most people are executors only once in a lifetime. It can certainly be a daunting chore, unless you have some expert guidance. EstateExec gives you that guidance and more! It is very comprehensive in asking estate questions on items that you may need. It really does "walk you through it step by step", the user interface is simple and intuitive, and the reports are awesome! Everything the probate judge (and beneficiary's ) should want!

EstateExec.com is 95% used by Executors starting with little information about the estate, helping them gather and organize information but is also very useful to the Estate OWNER to provide information to the future executor. There are many great reviews of people used EstateExe that fashion. This review is for those few Estate Owners who are planning their estate. _________________________________________ As the Estate Owner, for our estate planning (which very few people do) I had prepared instruction sheets and related information for every asset, debt, and after-death task in Nokbox (NextOfKinBox) folders containing everything our future executors need to know to handle the items. What was missing was establishing a timeline of when those estate tasks need to be handled. I had just started on creating the timeline when I saw an article about EstateExec. After a short trial period, I licensed two estates, one for me, one for my wife. EstateExec.com is working great in conjunction with the folders of estate planning information I have. It took a bit an adjusting and tweaking, but results turned out great. Executors are people, and people tend to be either paper-oriented or computer-oriented. The combination of using EstateExec.com+Nokbox folders has created as system which can be administered electrically on the computer, on paper with the Nokbox folders (with printed EstateExec timeline checkheets) ... or both, with one executor taking care of each task in the Nokbox folders, and the other tracking and logging progress in EstateExec. This has been a long effort, but my family is VERY PLEASED — some who have dealt with nightmare estates — with the result.

I am a forty year Maryland attorney. We needed help with Estates. Rationally creating an Inventory, keeping track of what we had done and when, and balancing the Estate bank accounts as well as preparing accurate interim and final accountings were time consuming and daunting. We use great software to prepare bankruptcy filings, and I believed there must be similar software for Estates. My para-lawyer researched the available software and recommended EstateExec. We bought a five pack of licenses, and at a cost of $140.00 per Estate, resolved all of our issues. This software is intuitive, powerful, comprehensive, and addresses all of the aforesaid issues with aplomb. If you do Estate work, this software will dramatically shift the workload for you and your staff. This is the best software money I have ever spent.