EstateExecReviews of estateexec.com

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.

I wish I had found this sooner. I was already about 90% thru probate before searching for executor fees for Texas. This is when I stumbled across Estate Exec. Since it walks you thru the whole process I did review the steps to see where I was in the process, according to them. Indeed I was pretty much done, with just a couple steps to wrap things up. In my situation things are on hold until things finalize in other states. This program really does outline steps and help you keep track of what's been done and what needs to still be done. I recommend you start with this from the beginning.

I went back and forth on whether I needed to buy EstateExec but I am sooooo glad I ended up purchasing it. I was planning on just using spreadsheets, which is so crazy and naive. It's actually fun to use too. I love sending my sisters the reports; I look so buttoned up. Plus, we had to unfortunately open Probate, and the courts (and my lawyer & CPA) have been super impressed. The first email from my lawyer was all about how great it is that I'm so organized. The software is very intuitive and easy to figure out. But the few times I have had questions, the support team is incredibly responsive. I highly recommend to every personal representative, successor trustee, executor, etc. It will make your life so much easier.

More helpful than the attorney and his paralegal at a fraction of the cost!