EstateExecReviews of estateexec.com

Wow! They have thought of everything and thus made my job easier to manage. Honestly, I could not have been able to handle all I needed to know and do to be efficient. The time it saves can’t be measured and keeps all my records organized. I am blessed to have found EstateExec when I really needed it. Oh yes, the support is awesome too.

After becoming the executor of an estate, I did the usual "online research" including government web sites for the State laws/info of the deceased. I was lost in the woods and in the weeds. There was so much information to sort through yet not enough actual guidance; the non-gov web sites I viewed all seemed to have the same content. Then I found EstateExec. Wow. Not only is there tons of information "free" to view and learn from on the site but actual State specific information, guidance, helpful hints and suggestions. Although I use an accounting software for personal use and could have used the same for "tracking" the transactions of this estate, having the specific tabs and "manual" for the required activities of settling an estate that EstateExec provides is superior for settling an estate. The reports that EstateExec has available have been very helpful and easy to understand along the way and I have full confidence that the final report for the court will be more than sufficient. In fact, I think the final report may even "impress" the court. My only critique is that I wish I had come across EsateExec sooner in my online search for resources. Highly recommend EstateExec. (PS: I am real user of EstateExec choosing not to upload a photo ID. for a "verified user" check mark.)

This is a great example of sofware done correctly, in all aspects. First, the price. At 199, that is far below the cost of one hour of estate lawyer time. If you were to have been lucky enough to have purchased this when being named executor, you could probably forgo a lawyer entirely, unless there were legal disputes regarding the estate. This software with it's list of executor tasks, makes understanding and filing of paperwork with the court system, completely understandable to any layman. Links to the actual common probate forms, reference links, referrals to useful services, discounts. You can attach all your relevant documents for expenses, assets, all tied together in one place. Track all time and expenses, easy integration with your estate (view only) bank account for balancing. Their support staff is not only available, but their knowledge of the product is so thorough, that answers to questions are prompt and accurate. I received, on numerous occasions, replies with concise instructions on how to accomplish tasks, answers within minutes to an hour or two. I personally estimate I could have saved in excess of 2000 dollars and over 400 hours of my time, if I had known of this product at the beginning of my estate duties, instead of nearing the completion. This is the finest piece of niche software I've ever seen, in any field. If you are named executor or administer of an estate, use this software. You will be beyond pleasantly suprised.

I'm finishing up the task of settling my father's estate and have found EstateExec to be extremely helpful. You might be able to to this with a spreadsheet, but it would be much more time-consuming. EE has a task list with certain tasks pre-populated, and you can add more as they come up, and they definitely will. Note that Assets & Debt fields are for major items, not bills or small refunds (those go into Cashflow). When you create an asset (house, car, bank account, etc), you enter 'value at death' and then the 'plan' for the asset: distribute, sell, transfer, etc. Once it has been disposed of, EE will adjust 'value now', so you don't need to enter that field (if you try, things get wonky and it took me a little while to figure that out). If sold, you can specify that the funds went to the estate account, for example. Or the decedent's bank account could be transferred to the estate account. Note that you can specify percentage or dollar amounts for disposition of assets, i.e. 50% each to two siblings, and the funds will track. In some cases it might be better to wait until the asset sells before creating it; otherwise you may just have estimates sitting there to be corrected later. You can create a task in the meantime so you don't forget about it. You should also be aware that near the upper right corner of the Assets & Debts pages, you can click the 'sandwich' button (three horizonal lines) for hidden columns. I'd recommend you display the 'Probate' column and check the box as appropriate for each item, as the column will hide itself again when you log out. It's a key field, and I'd prefer it be displayed as a default, but it's not. Also be aware that the software seems to be set up so that the estate bank account only contain probate funds. I'd deposited some non-probate funds into the account and they weren't tracking properly on reports. So I had to back out the transactions. I'm a financial planner, and even I'm not sure if an estate account is intended for probate funds only. But it makes sense to keep them out of the estate account, and you can still track them in the software as assets and their resulting disposition. Be aware that at the beginning of the process, it can be a hurdle opening the estate account. You'll need a certified death certificate, court appointment document (possibly certified), and EIN from the IRS (can be obtained online quickly). If you're an out-of-state executor, you may need to use a national bank like WF to avoid getting your local courts involved. It takes a little getting used to, but once I was up and underway, the software was immensely valuable, and I highly recommend it.

When my mother passed, I knew I would need software to account for final expenses, and asset distributions, of both her personal and trust estates. Also to account for my time attending to various matters as her personal representative and trustee. I knew I would need to report that accounting to other stakeholders in the process e.g. heirs, trustees, accountants, and attorneys. Initially I tried QuickBooks Online, but that was a misuse, as it is designed for a business with sales etc. - not applicable to estate settlement. My wife found EstateExec and I immediately switched to it. It was so easy and natural to get started. It has exactly the functionality I need. As an enterprise software architect myself, I could immediately tell that EstateExec's designers had gotten it exactly right - designing software that is perfectly suited to the role of executor/trustee. In the jargon of my profession, the domain model and use case model are well-conceived. So is the user experience. Offering the software as a cloud-based service with a web interface and subscription-based business model is also thoroughly modern, compared to license-based desktop installed software like, say, Quicken. The EstateExec team have clearly recognized an important market need, and designed and offered a valuable solution that perfectly meets that need. I would highly recommend EstateExec to anyone who finds themselves in role of executor / personal representative / trustee.

I was named PR for two simulltaneous deaths with contentious beneficiaries. EstateExec provided valuable information, accounting tools and checklist all in one place. The ability to upload receipts and documents for records and on cashflow is also better than other products. I am working with a third attorney for the estates and EstateExec provides valuable record keeping and information you do not necessarily receive from legal counsel. I would highly recommend on every level.

So far, so good. I’ve been thrust into probate for a relative who passed without a will. My first time as admin/executor so I appreciate the software helping me organize some things and also all of the articles and guidance. I have some background in project management so appreciate the tool from that perspective as well. Also appreciate the company proactively reaching out to see if I needed any help! That was reassuring.

I stumbled across EstateExec after being assigned executor of an estate. I began using it almost immediately and am very glad I found it. This is a product that makes estate management much easier. I love finding a product such as this one, that fills a need and is so well designed. Well done!