EstateExecReviews of estateexec.com

In closing our particular estate I wish there was more guidance on Small Estate Affidavit filing as we are not taking this to Probate. This program has however allowed us to process everything and document all assets, Heir distribution, debts, ect and creates a fantastic report that I was able to navigate and adjust to our particular need for a final accounting and submit it with the SEA.. The customer service is personal and SPOT ON! Being in Retail Management ~ I expect a higher degree of attention to detail. EstateExec went above and beyond to ensure our satisfaction with the program. When you put into perspective the cost of a Estate Lawyer vs. A mere $199 for ExtateExec you will realize you are saving THOUSANDS for the Estsate by using this program and doing it yourself. It's easy to navigate, however if you do get stuck help is just a click away! Very responsive, professional, and detailed program ~ ONE OF A KIND! WELL DONE! ( I have shared with many, I know of at least 6 families that will utilize this program now that they know about it as it is perfect for the LIVING ESTATES as well)

EstateExec is one of the most intuitive software packages I have ever used. Estates have many moving parts, and EstateExec lets you combine all the parts into a single package, making understanding what is happening much easier. This is the first time I've had to deal with an estate. It would be much more difficult if I had to use a spreadsheet to do all this. I highly recommend EstateExec!

I was looking for something to make tracking and recording estate expenses easier and this product has been perfect! It's easy to use and their support staff has been wonderful with any questions you might have. You can schedule an appointment to speak with someone or email them your question. The response was quick and provided me the exact information that I needed. I would definitely use this product again in the future or recommend it to others.

Before retiring, I worked in the IT software industry for over 35 years, so I have seen my share of applications. I am highly impressed with ESTATEEXEC. Its ease of use and intuitive nature make it a joy to use, and it covers any scenario I need. Also, their customer support is unsurpassed. When I was expecting a reply to my email inquiry within three days or so, I was pleasantly surprised when I received a reply within 5 minutes with detailed instructions on how to accomplish the task where I had questions. I find ESTATEEXEC an exceptional product.

Estate Exec is what every Executor needs !!! Using this program gave me the ability to "sort out" all the "money" and the ability to save ooooodles of money ... Thank you Estate Exec and Matt !!!! SUSZAN

This product is a Godsend. I am the executor of my mother's estate. EstateExec helped me understand the whole probate process, plan ahead, stay organized, and communicate with other heirs. The learning information is available in bite-sized chunks, as needed, so I never felt overwhelmed. Being able to give other people viewing rights builds trust and minimizes questions from other family members. Customer Support is very quick to respond, and their answers are helpful. Without EstateExec, I definitely would have needed to hire an attorney. But even if you ARE using an attorney, I would still recommend using EstateExec to help you avoid wasting billable hours.

I love this product! The application is well documented and helpful at each level. As a retired bookkeeper tax preparer, Quickbooks and Quicken user I can appreciate the value of this service. Questions, concerns, feedback and help has come back to us quickly. Finding this application has come at one of the most difficult moments in life, the death of a loved one. Grateful am I to have found EstateExec after comparing others. EstateExec has what I need as an assistant to my sister, who is the executor and trustee of our parents estate. We have learned much by this loss and now we need to prepare our trustees for the inevitable. Question? How many licenses do I need to purchase? Or, is it acceptable to use the same application for more than one trust? We are presently using EstateExec for my mother’s estate, my husband’s mother, who is 94, needs to get organized, and my husband and I need this application for our living trust.

EstateExec is an excellent guidepost for individuals experiencing the Probate Process. When I discovered the software program, I had no idea what an Executor of an Estate did though I had been assigned to be Executor of my mother's will. This program provides an overview of the Executor Role. It is comprehensive. Straightforward to use. Just reviewing the tasks that are outlined by EstateExec is an excellent way to begin to understand the scope of the Executor job. EstateExec comes highly recommended. It is for current and future Executors and can be used as much by those wishing to prepare for the inevitable as by those in the midst of probate.