EstateExecReviews of estateexec.com

I Googled "responsibilities of a Colorado Estate Executor" when my mom entered hospice. I purchased EstateExec after just a few minutes of reading 3rd party reviews. I WISH I had spent time getting familiar with the software on some of those long caregiving days before mom died, but the framework was waiting for me, ready to go once I had the death certificates. I showed up at the County courthouse with the 6 documents completed for my Colorado Letters Testamentary. The coordinator in the Clerk's office commented that they don't usually receive a complete, correct package unless the executor is getting instructions from an attorney! As one of 4 heirs, I'm acutely aware that every dollar I pay myself in executor comp reduces what my brothers receive. I wanted credible, third-party data to establish and justify fair compensation for my duties. I spoke to Matt Veltmann this morning--a consult call is included with every purchase. Although there was already lots of very relevant, helpful information on the site, Matt was able to offer further insights for my situation from his experience working with thousands of executors across the US.

I have found EstateExec to be intuitive, valuable, and effective for tracking all aspects of handling an estate. Some of my favorite features have been: 1. Asset/debt tracking helped me easily reconcile with financial accounts 2. Cashflow tracking enabled me to keep precise records of every transaction type (deposits and withdrawals) broken down by predefined accounting categories that were well thought out and provide the right level of detail 3. Reporting capabilities have been robust and easy to use for inventory, accounting, assets, cashflow, expenses, time log, etc., and the reports are accurate and professional 4. Having all of the key facts/documents for the decedent and heirs securely stored by the program is another valuable feature Everything was so self-explanatory and intuitive that I never had to contact EstateExec Support, however, I received a request from one of their representatives to have a brief call to make sure I was happy with the product and that everything was working well. That was exceptional service in my opinion. I’ve been using it for 7 months and I highly recommend the EstateExec product.

I hired an Estate Lawyer since I am the exeutor of my parents Estate and the Estate had to go through probate as well as me linving in a different State and having 4 siblings. But this tool was so valuable for me being able to easily keep track of everything myself as the estate process progressed. It allowed me to keep track of all the assets and their progress through probate. Also it allowed me to track expense details and every expense and report the progress to my 4 siblings with professional reports. I am so glad I ordered it! And will recommend to anyone appointed Executor.

Nothing is more maddening than thinking that a feature "must" be available in a product and not be able to confirm it or find out how to use it. EstateExec gave me great example today of how to take the angst out of tech support. FAQs, Chatbots, and help sections have their roles but sometimes the difference between a satisfying day and wasted one is tech support delivered by an actual person who knows the product and can respond to a question clearly and helpfully. I thought it was extinct until I sent an e-mail query to EstateExec today.

Highly recommended. This exceptional user-friendly program provides guidance and support through the complex process of managing an estate. Easily customizable and can be used for multiple estates. Extensive online help and rapid response from customer support. This may be a niche category, but is among the best apps I’ve ever used.

Probating an estate can initially feel like an overwhelming task. After all, how many of us have done it before, or even have a passing familiarity with the probate process and the duties of an Estate Executor? But at the end-of-the-day, probate is just a matter of filing the right information with the right government agencies, courts, and financial services at the right times. I had zero experience with any of this when I served as Executor for my late Mother's estate in 2020-2021, but with the help of EstateExec I was able to perform all of my duties as required by the Probate Court and felt confident doing so. Now I am using EstateExec to prepare my own personal estate info in order to make it easier for my future Executor to handle my estate after my passing. What a great way to avoid creating a burden for my future heirs after I'm gone!

If you have been giving the awesome responsibility of handling an estate then this is a must have tool. I first used Exec Estate for my Uncles estate and now purchased it again for Dad’s estate. They are constantly adding to the program with thoughtful tips and steps to handle the process. I share the program with family so they can see what I am doing. Very easy to use and a must have for estate management.

Although I partnered with an attorney there is still a ton of stuff to handle and the EstateExec tool, thus far has been amazing. Full of super helpful information each step of the way. It's easy to feel alone through this process but EstateExec has made it so much more manageable.