EstateExecReviews of estateexec.com

Probating an estate can initially feel like an overwhelming task. After all, how many of us have done it before, or even have a passing familiarity with the probate process and the duties of an Estate Executor? But at the end-of-the-day, probate is just a matter of filing the right information with the right government agencies, courts, and financial services at the right times. I had zero experience with any of this when I served as Executor for my late Mother's estate in 2020-2021, but with the help of EstateExec I was able to perform all of my duties as required by the Probate Court and felt confident doing so. Now I am using EstateExec to prepare my own personal estate info in order to make it easier for my future Executor to handle my estate after my passing. What a great way to avoid creating a burden for my future heirs after I'm gone!

If you have been giving the awesome responsibility of handling an estate then this is a must have tool. I first used Exec Estate for my Uncles estate and now purchased it again for Dad’s estate. They are constantly adding to the program with thoughtful tips and steps to handle the process. I share the program with family so they can see what I am doing. Very easy to use and a must have for estate management.

Although I partnered with an attorney there is still a ton of stuff to handle and the EstateExec tool, thus far has been amazing. Full of super helpful information each step of the way. It's easy to feel alone through this process but EstateExec has made it so much more manageable.

It has been just over a year since my Mom's passing and I became the Executor of her Estate. I have three friends who were beneficiaries of an estate and all three are still waiting for resolution...10 years for one and 5 years for our good friend. They told me that the worst has been no communication and not knowing where they stand in the process. I decided that would not be with my brothers. I was going to be transparent every step of the way. It has been just over a year since Mom's passing and I'm nearing the end of this process, helps that I don't work because I've been able to log in over 900 hours?! Bottom line is I found a program that was able to allow me to get to this point called EstateExec...was my saving grace!

I discovered Estate Exec six months into being the Executor of an estate. I wish I had discovered it earlier! It would have saved me quite a bit of anguish due to some mis-steps. But even though discovering it late, it made the estate accounting a breeze and helped get all the beneficiaries to sign off!

The EstateExec app was a tremendous help walking me through all the tasks I needed to go thru when my Dad died. My mom is still living, she is 93 but when she passes, I will be using EstateExec again to walk me thru all of the steps and make sure I don’t miss crucial timeframes in getting the tasks completed.

EstateExec is a excellent program if you are the executor of an estate of any size. It is easy to use and very intuitive, so no prior experience is needed. It also has "tips" to give easy to understand hints on what to do for a particular task. I found the data upload feature extremely helpful and easy to use. It gives you the tools to track all types of items in an estate from cash in the loved-ones wallet to the value of investments. It also allows you to manage cash and the sale of any items in the estate. The software has an intuitive layout that makes it easy to navigate. EstateExec also has an extensive reporting tool that generates the reports the courts may want. I even talked with the company about how to go about getting their software marketed to friends that have been appointed executor of an estate. This is software that you don't realize you need until the unfortunate passing of a loved one. This software will help you through the what seems like an unmanageable task.

I am very happy with my purchase of EstateExec. It is well-organized and allows me to plan and document my work as an executor. It also provides state-specific guidelines and a set of comprehensive reference documents that make it easy for me to find information when I need it. I highly recommend this product.