EstateExecReviews of estateexec.com

Estates are complicated and I didn't have any background in the subject. EstateExec has been invaluable at getting me up and running in handling this task. Reading the "Docs" section provides a good overview of what all needs to happen, and the "Tasks" tab keeps me on track with timelines. I am impressed that there are click throughs on terms that lead to government websites in my local jurisdiction of Saskatchewan. I didn't see another product out there that handles this topic in as straightforward a manner.

This software has been surprisingly good. I was very, very skeptical of the app that sounded too good to be true. The free trial was helpful. I figured that would be more than sufficient to reveal any problems I expected. However, I was very surprised at what the app offered. The app is very well thought-out and provides extremely useful information that I would have had no idea to think about and plan for timely. I was particularly impressed with the knowledge base that covers nuances of all the different states and ancillary probate procedures - I am in Louisiana, which has a unique legal framework, and some property exists in a neighboring state under a different legal system, but that was no problem at all for laying out a task list of manageable executables. The biggest thing I wish I would have done was to set up this app prior to the death of a beloved family member. It would have been immensely helpful to lay the groundwork for information and steps necessary to flow into the estate management even more easily than it has been with the app alone. I would very much recommend this app, which really helps focus the catalog of issues into something that can be managed relatively effortlessly.

great product but it has bugs that doesnt allow me to run it softly

EstateExec is a terrific information source as well as set of organizational tools. I am an attorney, but have never handled an estate until my mother died earlier this month, so I am just a layperson at this portion of the law. There's a very good checklist of tasks to be accomplished, and when. And you can customize and add your own tasks and deadlines. I found much useful state-specific information, with links to the relevant forms and statutes. I would recommend this program to any executor/executrix.

I found the EstateExec product to be exactly what I needed. I typically do my own taxes with the help of an online service and was definitely looking for something like this to help manage my parent's estate when they passed. The overall user interface is pretty straightforward. I used it to easily track the many different assets and debts I had to untangle. The documentation really is exceptional. Simple yet deep and detailed. Has cool user management integrations to share read-only access with other beneficiaries which helps immensely keep all interested parties up-to-date. The trial period is certainly long enough to figure out if the product will meet your needs. The staff there seems engaged and ready to help. I'm a happy customer.

I am deeply appreciative that I found this product. Wish I had know about months before I took over the role of Executor of my father's estate. The functionality and tutorials are great. The information section is a consolidated wealth of information. If I could give the product 6 stars... I would.

I signed up for this program the day that my mother died. It's been 3 months now, and I'm continually amazed at the help that the program offers, as well as the help of their customer support division. I can't imagine trying to be the successor trustee without EstateExec. It allows me to keep track of accounts, expenditures, my time, my costs, list of tasks required and by when, etc. It's worth its cost, and then some. If you are hesitating on spending the $199, and aren't sure if you'll need this, let me assure you that you will need it, and will be eternally glad that you spent the money.

I should have written this a lot sooner. When my father passed in April of 2021, I had my first time experience as an executor. I think I saw an attorney who looked at the will and told me to file it at the county courthouse. Just that piece of advice cost me $30. I knew there would be other responsibilities as soon as I went to the courthouse and saw the county's detailed and confusing list of requirements. It's a long drawn out process, so I started to list the requirements all down in a spreadsheet, but got to thinking that I am not the only one who has ever gone through this and I started for looking for answers on the internet. That's how I found EstateExec. I couldn't have been happier to have found this site. The price was minor compared to having an attorney guide me through the entire process. I loved that it even tailored the information based on my state's requirements. The tool takes you step by step through the process, listing deadlines for items to be completed or filed. The support is exemplary. I had one question concerning the cost accounting side of things. It wasn't clear how I should file a deposit on a property sale and then later record the entire sale. Someone from the team (Matt, specifically) reached out to me within a day. We actually spoke on the phone for about an hour. We emailed several times since then. They took a look at my issue, helped me with a workaround and later improved the cost accounting side of things based on my feedback so others won't encounter the same or similar issues. The tool was instrumental in me carrying out my duties. I finally closed the estate in September of 2022. My tasks and records were very detailed and the Commissioner of Accounts responsible for reviewing my records commended me on the detail and accuracy of the records. I have to say that EstateExec played a large role in this. I am in my 60's and every few weeks either a friend or one of their parents has passed. Any time I feel that I can, I let the family know about EstateExec. In my opinion, this tool is so critical, it should be a requirement for funeral homes to make people aware of it! I even attempted to discuss me helping them market it, but they have a good team there already :-) . If I ever have to perform this difficult task again, I will definitely be going back to EsateExec.com for help. I can't recommend this tool highly enough. If you have been appointed as executor, get it now!