EstateExecReviews of estateexec.com

This platform is super user friendly and does exactly what I need it to for my mom's trust. I will be using it for my own trust as well in the future.

I came upon this tool when looking for a spreadsheet to organize financial accounting for my aunt's estate and trust. After entering the data, I was able have a concise visual to keep track all tasks and accounting. Prior, I was floating in a sea of paper. I was also able to share information with my co-executor, attorney and CPA. The tasks tool has been so valuable in helping keep us on track. Matt V was very helpful in my support session and gave me ideas of ways to use the tools that I had not learned yet. I am still learning and looking forward to taking advantage of this very valuable app.

EstateExec is precisely the software program I was looking for. My only regret is that I hadn't started working with this software much earlier in the process. Developed with State by State forms and tips, what a wonderfully helpful product!

I Googled "responsibilities of a Colorado Estate Executor" when my mom entered hospice. I purchased EstateExec after just a few minutes of reading 3rd party reviews. I WISH I had spent time getting familiar with the software on some of those long caregiving days before mom died, but the framework was waiting for me, ready to go once I had the death certificates. I showed up at the County courthouse with the 6 documents completed for my Colorado Letters Testamentary. The coordinator in the Clerk's office commented that they don't usually receive a complete, correct package unless the executor is getting instructions from an attorney! As one of 4 heirs, I'm acutely aware that every dollar I pay myself in executor comp reduces what my brothers receive. I wanted credible, third-party data to establish and justify fair compensation for my duties. I spoke to Matt Veltmann this morning--a consult call is included with every purchase. Although there was already lots of very relevant, helpful information on the site, Matt was able to offer further insights for my situation from his experience working with thousands of executors across the US.

I have found EstateExec to be intuitive, valuable, and effective for tracking all aspects of handling an estate. Some of my favorite features have been: 1. Asset/debt tracking helped me easily reconcile with financial accounts 2. Cashflow tracking enabled me to keep precise records of every transaction type (deposits and withdrawals) broken down by predefined accounting categories that were well thought out and provide the right level of detail 3. Reporting capabilities have been robust and easy to use for inventory, accounting, assets, cashflow, expenses, time log, etc., and the reports are accurate and professional 4. Having all of the key facts/documents for the decedent and heirs securely stored by the program is another valuable feature Everything was so self-explanatory and intuitive that I never had to contact EstateExec Support, however, I received a request from one of their representatives to have a brief call to make sure I was happy with the product and that everything was working well. That was exceptional service in my opinion. I’ve been using it for 7 months and I highly recommend the EstateExec product.

I hired an Estate Lawyer since I am the exeutor of my parents Estate and the Estate had to go through probate as well as me linving in a different State and having 4 siblings. But this tool was so valuable for me being able to easily keep track of everything myself as the estate process progressed. It allowed me to keep track of all the assets and their progress through probate. Also it allowed me to track expense details and every expense and report the progress to my 4 siblings with professional reports. I am so glad I ordered it! And will recommend to anyone appointed Executor.

Nothing is more maddening than thinking that a feature "must" be available in a product and not be able to confirm it or find out how to use it. EstateExec gave me great example today of how to take the angst out of tech support. FAQs, Chatbots, and help sections have their roles but sometimes the difference between a satisfying day and wasted one is tech support delivered by an actual person who knows the product and can respond to a question clearly and helpfully. I thought it was extinct until I sent an e-mail query to EstateExec today.

Highly recommended. This exceptional user-friendly program provides guidance and support through the complex process of managing an estate. Easily customizable and can be used for multiple estates. Extensive online help and rapid response from customer support. This may be a niche category, but is among the best apps I’ve ever used.