EstateExecReviews of estateexec.com

My 82-year old Dad died unexpectedly on St. Patrick's Day 2020, just days before the COVID19 lockdown and as his daughter, the executor of his estate and someone NOT good at math, I was quickly overwhelmed by how to keep track of everything, including several early disbursements to my siblings due to financial hardship caused by furloughs during that chaotic time. I searched online on and off for 5 months and was shocked that there was nothing available to help "laypeople" with their estate settlement records. I was frustrated that my Excel spreadsheets weren't the right tool for expressing everything and I had fallen way behind. And then I stumbled onto EstateExec! Without this amazing software at its amazingly affordable price, I would have had to hire an accountant to properly document the confusing scenarios we had with 3 checking accounts and 3 siblings needing partial disbursements paid out during a global pandemic before all of the estate expenses were paid/reimbursed. There IS a learning curve to Estate Exec, so it's not for complete beginners on a computer. But for anyone who is already fairly proficient at any type of office or financial-related software and willing to take the time to learn, Estate Exec will be the answer to your prayers. I was pleasantly surprised when I got a phone call from them a couple of weeks after I paid for my license, asking how it was going and if I had any questions. WOW!! I was so impressed!! We set up a phone appointment for the next day, and the rep answered all my questions and helped me understand the proper way to enter the handful of transactions I was struggling with. He even followed up afterwards to make sure all my issues were resolved, and did a manual reset on their end to flush out a stray transaction I couldn't delete on my own. Their level of customer service is outstanding and rare. Estate Exec is WELL worth the small investment to make your record keeping easy to manage and understand. I love that all the reports our attorney needed can be created, saved as PDFs or CSV files, or shared with anyone. You can send links giving custom levels of viewing/editing permission to anyone who needs access. Do NOT waste your time trying to use Excel or any random templates off the internet. Nothing else does everything that Estate Exec does. I HIGHLY recommend it!! --Helen S

I would highly recommend EstateExec to anyone that is responsible for the handling of an estate. EstateExec is easy to use and the program provides you with a step by step process that will lead you through your duties as an executor or administrator. EstateExec was a huge help for me in keeping up will all of the assets, funds and disbursements. You will be able to provide your beneficiaries reports as you complete the process. I am currently in the middle of my duties and I am so glad I found EstateExec.

Very few people are prepared to be an executor. When my father passed away I was plunged into this world of legalities and paperwork. It could have easily swamped me, but EstateExec has allowed me to keep good track of transactions, what tasks have been done, and what work still remains. The list of tasks is particularly helpful, because it included some things I hadn't thought of, such as using a insurance finder service to look for insurance policies. The program also allows users to generate reports for the attorneys you may be working with, or for anyone else who might want to know what's going on with the estate, such as other beneficiaries. I wish that it had an autosave function, but I was easily able to pick up the habit of saving frequently. There's nothing about being an executor that is easy, especially if you are grieving a loved one. But this program is definitely keeping me from being overwhelmed. It's worth the price for any estate that is large enough to go through the full probate process.

Like most people who find themselves in the role of executor of an estate, I had no previous experience with the process. It's a bit intimidating, particularly if you are trying to settle the estate without the services of a lawyer. Several weeks after I was appointed executor I did a search for tools to help with the process; I mostly found the websites of law firms whose only advice was to hire an attorney. Fortunately I also stumbled across EstateExec, which promised to help executors with the administrative burden that comes with the role. Up until that point I wasn't doing a great job with my mishmash of spreadsheets and documents saved in Google Drive, so I signed up for the free trial. Within a week I was impressed enough by the application that I paid for the full service. EstateExec is great. It won't settle the estate for you, but it helps you keep track of the financial aspects of the process. I quickly ditched all of my spreadsheets in favor of EstateExec. The application is set up track exactly the information that you'll need for your records. The only improvement would be the ability to save attachments (receipts and the like). Moreover, in addition to tracking the finances of an estate, EstateExec provides you guidance on the process itself - what you should be doing to move the probate process along, explanation of the various steps. Very useful. All in all the cost of EstateExec is well worth it. I wouldn't hesitate to recommend the application to others.

Recently I was asked by the family to take on the role of Administrator of the Estate of their father after the appointed executor renounced. An estate that is fairly large with diverse business, real estate and other assets. I accepted the responsibility well aware of the challenges and duties. I am presently retired but have a background in law and experience in estate matters. I practiced law for some 22 years and then served for 29 plus years as a Federally appointed Judge in Canada. With this experience, I am well aware of the importance and responsibility of proper accounting and record keeping in estate administration. I also appreciate the fiduciary duties of estate administrators and executors. To assist me in doing my work I did an internet search and learned of Estate Exec. I decided to try the Trial Program. I was immediately impressed with its ease of use, record keeping and other capabilities. I purchased a license after only about an hour of use. I am very happy that I became aware of the program and made the decision to acquire it. The program makes it easy to manage the estate administration, generate reports, keep interested parties informed and answer their questions. I was impressed when contacted by customer support offering assistance. This is an excellent program. I have no hesitation in recommending it. If you are involved in Estate Administration, try it. You will be impressed and it will make your work much easier.

This software was worth the price for the peace of mind it gave me. EstateExec has made the legal process in handling my mother's estate easy to understand. EstateExec makes it easy to track expenses and know what steps need to be taken to navigate through the entire process. This software is a must to make the estate process easier! I wish I found it earlier!

Hello Everyone, Please buy this product now. It is a must have!!! Don’t put off an estate guide until you really need one!!! If you have not experienced managing an estate; or if you have been appointed as an estate administrator, then you’ll need this dynamic, comprehensive resource. Just one month ago I was appointed and was clueless. Honestly, no one paid me to pitch for this product; please fo yourself a favor! THIS IS A MUST HAVE software. Do it now, it will save you $s and most of all, YOUR TIME!!! Try it now please. You will not regret it!!! Sincerely A satisfied Customer

I knew very little about how to set up the necessary documentation for an estate. I searched the internet and found a reference to EstateExec. I decided to look more carefully at the program and used their free trial version. It showed me the different types of tasks I would have to do and suggested in what time frame they should be done. In using the program I ran into a problem understanding exactly the difference between executor expenses and cost flow entries. I wrote customer support and they corrected my error and explained the issue. I have not completed my work yet but am a satisfied user. I like being able to print the various data sets in either Excel or PDF format. It makes it easy for me to keep interested parties informed. $99 well spent.