EstateExecReviews of estateexec.com

This tool is tremendous in helping guide an executor through the tedious processes involved in the Estate Settlement event. It saved me the enrollment fee several times over.

I appreciate this product immensely. Makes it much easier to collaborate with co-executor from out of state. I look forward to seeing how it grows in the future. Customer service is excellent!

This has been the exact product that I have been looking for. Have been using it for 7 months now. Makes the process of dealing with a complicated Estate very simple. Support has been great, even our estate attorney is impressed. An extra plus is the fact that it is State specific, even when I live in a different State. Thanks for developing this software, would definitely recommend to help out with any estate.

Excellent program that provides a clear roadmap, at a time when 'thinking' is not always easy.

This tool has saved me countless hours and allowed me to retire multiple spreadsheets that I was struggling to keep up to date and in sync.The estate is still in process but within two days of purchasing this tool, I was able to create several of the cashflow and distribution reports I needed for my accountant and lawyer.

I have just gotten started using the app. I ran into a problem logging in. I sent an email to the company and within hours I got a response with a solution to my problem. Then, I received an invitation to discuss the app and it's functions. I replied that, as a business owner, I really appreciated this opportunity. They gave me tips and guidance and I gave feedback. This gives me a strong sense of how much they care about the development of the app and that they will be there if I need more help in the future. That's a 5 star company.

My mom died quite unexpectedly in late January, 2023. Upon finding her last will and testament, I discovered that since the executor named (my dad) had died years earlier, I had become the executor. I had never done anything like this before. So, during a period of grieving, I was forced to educate myself on a complex legal process potentially rife with gotchas. But then I discovered EstateExec, and I was able to use the free trial version. It immediately made the job much easier and manageable for me. It was like having a private secretary who kept track of all the tasks I needed to do, crossing all the T's and dotting all the I's. Along the way I encountered some small glitches, but the staff was very responsive, often responding to my emails within minutes. My entire experience with this product was positive, which has been a blessing during a difficult period for me. God bless all of those behind his product!

This is an amazing tool to help organize and keep track of all the tasks required as an executor. Matt Veltmann was very helpful and continued to reach out with support over the course of my experience. When I made suggestions he listened and would make suggestion's or find the answers I was looking for. So much more than just a software, the team really tries to make things easier during these hard times.