EstateExecReviews of estateexec.com

The program is affordable, easy to navigate and user friendly.

I found EstateExec through a Google search when looking for ways to organize two estates' financial records better, and I wish I'd found this a month or two earlier. I instantly liked the user-friendly interface, which walks you through setting up an account, one step at a time, and then managing the account. The steps for setting up and the checklist for managing the estate are specific to your state's laws, which is incredibly helpful and keeps you from wading through miles of text to find information. My state has particular rules, and I was surprised to find the software to be this detailed, as there are usually vague references to checking your state's laws in a similar checklist. Also, a helpful timeline is provided for each step so you will know when to initiate specific tasks or if you are behind on something you should have completed. The timeline also automatically eliminates steps that may not apply to you based on your state - again - an excellent feature that saves time and frustration. A license is a one-time fee of $199 and is cheaper than the hourly rate of most paralegals in my area (New England), yet it will pay for itself because it will save you and your legal counsel time. There is a seven-day free trial period for a license. I commend the designers for placing the remainder of the trial period deadline in the dashboard at login because it's one less thing I've had to watch in the background. You can easily upload and store receipts, certificates, bank statements, and other essential documents - anything you'd keep in a file folder and have to deal with as separate documents or organize digitally can be saved to the transaction or other data point it belongs to. The storage feature is critical to me because of the financial reporting required by my state - I cannot thank the designers of this software enough for this feature because it has already improved my record organization and provided me with accurate data and supporting documentation on the estate. Additionally, it will simplify closing the estate and streamline the reporting required by the court. Lastly, and one of the most important things, is customer service. I contacted the company earlier this week and had a personal response and solution the same day. The mother ship is in California, and I was pleasantly surprised by the reaction in this age of automated responses. Kudos to this company for their personal touch!

In the end 2021 my beloved mom passed away and through a series of events I was giving the responsibility of being the Executor of her estate. Having never done one before there are many books and other helps to help guide you through the process. However, I came across EstateExec and was surprised on how easy it was to use. The team of customer support staff was extremely helpful in answering all my questions. The program is designed to guide through each step of the way and even though my mom's estate was fairly simple, the program just made it effortless though each step of the way. Matt was vcery helpful even after the estate was complete just as a followup to see how the process went. in 2022 another relative passed and my brother will be handling that estate and will be using the same program to help as this one will be a little more complicated. Thanks again to the team at EstateExec for all their help in making this process through a difficult time very manageable. Definitely would recommend this program 100%.

I highly recommend EstateExec for anyone navigating the complexities of estate administration. This exceptional product not only streamlines the entire process but also offers a comprehensive checklist and invaluable suggestions that make managing an estate significantly easier. EstateExec stands out for its user-friendly interface, providing a clear and organized platform for users to efficiently handle various aspects of estate settlement. The meticulous checklist ensures that no crucial step is overlooked, offering a sense of confidence and assurance during a challenging time. The thoughtful suggestions provided by EstateExec further enhance its value, guiding users through potential pitfalls and ensuring a smooth and well-informed execution of the estate. Whether you are a professional estate administrator or an individual managing your own affairs, EstateExec is a must-have tool that simplifies the often intricate and emotional process of estate administration.

I've been using the software since September 2023. Initially, I thought I could manage my relatives' estate with excel, a good book and paper records. There is so much paper in the process, even though my relative's estate was in good order and relatively simple. While going though the grieving process, this quickly became overwhelming. When I found EstateExec, it only took me a week to buy the full version. Great & Helpful: * Documentation about the estate process & software itself is what convinced me to use the software. The mix of legal, tax and administrative duties are tailored to the state of the estate - also something that is hard to do with just a general book. * I share the software with the other heir, my CPA and Lawyer. This should help at tax time and was useful when we sold real estate. * I am motivated by gold stars and progress, so the progress bar feature gets high marks from me, especially when it can seem like this could take a long, long while. * So far, I have logged about 120 hours of work as Executor. I found the expense tracking very useful as the other hier and I start the distribution process. I'm proud to say that we are in the home stretch, 16% to go, and should be able to finalize at tax time. * This next comment may resonate with some of you other Excel nerds or type-A analytical folks. The software helped me slow down and kept me from making additional spreadsheets or tinkering unnecessarily. I wasn't wasting time on stuff that just didn't matter. Could be better: It's hard to say what could improve the software. I like that the UI is no fuss, though could it be improved to look more like a modern financial planning interface? Sure. I also think the software is more capable than I needed, so maybe there are ways to hide some of the unnecessary features unless absolutely needed? Overall, worth every penny. Highly recommend.

Wow....What a life saver!! My father passed away and I had NO IDEA where to start. The lawyer was telling me one thing, the financial advisor another, and others something completely different. Estate Exec was very helpful in providing a step by step process. I am not tech savvy and had a couple issues so Matt from Estate Exec scheduled a call with me and not just a call...he spent an hour going over details and providing support. This was more valuable than the lawyer!! Grateful for the time and expertise as well as the quick response and kindhearted communication because we are all enduring loss and grieving while trying to handle all of the details. Thank you Matt! I have recommended Estate Exec to many and will continue to do so. The software is the best small investment you will make to make this journey a little less cumbersome and stressful!

I stumbled onto EstateExec with an internet search, looking for a good checklist. I took the risk and purchased the license. It is the smartest thing I did relative to being an executor of my dad’s estate. It provided me with a comprehensive checklist as well as guidance on every step. The reporting helped the communications with beneficiaries and the accounting helps with managing the status of assets as they are consolidated and distributed. I found it very helpful and highly recommend it for estates of any size. I did need support a couple times figuring out the transfer of assets to the cash account and was able to get the help I needed.

This was probably the biggest lifesaver for me during this trying time. I work in tech and I've got a lot of experience with spreadsheets. I planned on doing my own system myself, but I kept ending up back at EstateExec and I decided to buy it. This site saved me so much time. I had a couple gripes about it --- namely with expense tracking and that I wished I could upload file attachments. To my disbelief, someone from estateexec hopped on the phone with me and we discussed my issues in detail and they implemented those improvements! With estateexec, I was able to keep all stakeholders in the loop by sending them view-only invites and it saved my Lawyer so much time that he told me he asks all his clients to use this site too.