EstateExecReviews of estateexec.com

I’ve been pleased with both the capabilities of the software as well as the support provided. I’d had to have set up my own tracking tool and was in the process of doing so. The suggested tasks focused on the state of PA were very helpful. The ability to share the data with heirs without worrying about changes being added inadvertently has simplified communication. The cash flow tracking works very well.

I was fortunate to stumble across EstateExec. Though I had a working knowledge of what was involved in handling an estate, the process was more time consuming than I had imagined. I was midway into the process and still felt it was worthwhile to purchase the program for the organization & time savings. The software was easy to navigate. EstateExec helped me summarize assets, monitor distributions, manage a long list of tasks (that was automatically generated & sorted by deadline), track expenses, and create reports that summarized cashflows and beneficiary designations. There is also an extensive resource guide to help along the way. The cashflow accounting and task timeline were most helpful to me. I highly recommend this program to help make the estate settlement process easier & less stressful.

Huge Help for Trust work! I'm an organized, project oriented person, but this type of paperwork is not my thing. Thanks to EstateExec which I found by accident, the trust work has been a much simpler process. Software is reasonably priced and more than worth the investment! I used it to record my hours, organize assets and track as they were moved to a holding account; track expenses and generate reports. Estate attorney was impressed at how quickly I could generate reports for him and the beneficiaries. Highly recommend using this tool to organize and simplify what can be a complicated process.