EstateExecReviews of estateexec.com

I researched and found EsteExec to document a very contentious estate and trust. The program has been a lifesaver for documenting the estate for probate and then combining it into the trust. The learning curve was a little high in the beginning but the customer support has been above and beyond to answer all of my questions. The program is well worth the investment.

I'll give credit first to EstateSales.net, their reference was how I learned about EstateExec! They say that most people are executors only once in a lifetime. It can certainly be a daunting chore, unless you have some expert guidance. EstateExec gives you that guidance and more! It is very comprehensive in asking estate questions on items that you may need. It really does "walk you through it step by step", the user interface is simple and intuitive, and the reports are awesome! Everything the probate judge (and beneficiary's ) should want!

EstateExec.com is 95% used by Executors starting with little information about the estate, helping them gather and organize information but is also very useful to the Estate OWNER to provide information to the future executor. There are many great reviews of people used EstateExe that fashion. This review is for those few Estate Owners who are planning their estate. _________________________________________ As the Estate Owner, for our estate planning (which very few people do) I had prepared instruction sheets and related information for every asset, debt, and after-death task in Nokbox (NextOfKinBox) folders containing everything our future executors need to know to handle the items. What was missing was establishing a timeline of when those estate tasks need to be handled. I had just started on creating the timeline when I saw an article about EstateExec. After a short trial period, I licensed two estates, one for me, one for my wife. EstateExec.com is working great in conjunction with the folders of estate planning information I have. It took a bit an adjusting and tweaking, but results turned out great. Executors are people, and people tend to be either paper-oriented or computer-oriented. The combination of using EstateExec.com+Nokbox folders has created as system which can be administered electrically on the computer, on paper with the Nokbox folders (with printed EstateExec timeline checkheets) ... or both, with one executor taking care of each task in the Nokbox folders, and the other tracking and logging progress in EstateExec. This has been a long effort, but my family is VERY PLEASED — some who have dealt with nightmare estates — with the result.

I am a forty year Maryland attorney. We needed help with Estates. Rationally creating an Inventory, keeping track of what we had done and when, and balancing the Estate bank accounts as well as preparing accurate interim and final accountings were time consuming and daunting. We use great software to prepare bankruptcy filings, and I believed there must be similar software for Estates. My para-lawyer researched the available software and recommended EstateExec. We bought a five pack of licenses, and at a cost of $140.00 per Estate, resolved all of our issues. This software is intuitive, powerful, comprehensive, and addresses all of the aforesaid issues with aplomb. If you do Estate work, this software will dramatically shift the workload for you and your staff. This is the best software money I have ever spent.

This platform is super user friendly and does exactly what I need it to for my mom's trust. I will be using it for my own trust as well in the future.

This is a revised review with an improved score and more positive feedback. The tool’s features are intuitive and easy to learn and are further enhanced by the real time tool tips. Their library of knowledge around the management of estates and trusts is really helpful as well. Initially, I had trouble viewing/running specific reports I needed, and my emails to Support were being treated as spam by mistake, so I got off to a rocky start with the app and the service. However, I had a great experience with support today (on par with other reviews that mentioned great service) and all is resolved. Ultimately, EstateExec is a solid product designed to make the lives and work of Executors/Trustees much easier, and I’m glad I signed up.

I came upon this tool when looking for a spreadsheet to organize financial accounting for my aunt's estate and trust. After entering the data, I was able have a concise visual to keep track all tasks and accounting. Prior, I was floating in a sea of paper. I was also able to share information with my co-executor, attorney and CPA. The tasks tool has been so valuable in helping keep us on track. Matt V was very helpful in my support session and gave me ideas of ways to use the tools that I had not learned yet. I am still learning and looking forward to taking advantage of this very valuable app.

EstateExec is precisely the software program I was looking for. My only regret is that I hadn't started working with this software much earlier in the process. Developed with State by State forms and tips, what a wonderfully helpful product!