EstateExecReviews of estateexec.com

EstateExec takes a complicated thing and makes it much simpler. I think this is a great service you’re offering the world, very helpful to our executor, and great for my peace of mind. Thank you!

As the sole executor for my parents’ trust, I was faced with a huge amount of work, including providing the other heirs with a detailed accounting of the estate. What I didn’t know earlier on was that the accounting needed to be done in a certain format, and that format varied by location. After a lengthy and most unsuccessful search trying to find what that correct format was, I was lucky enough to discover EstateExac.com. It offers a free 10-day trial, is customizable by state, and is geared for the lay person rather than a specialized professional. It includes a variety of features to help you understand what is needed not only to create a thorough and acceptable accounting, but also a detailed list of tasks and timeframes of the required duties of the executor, and much more! I love that it is accessible from my phone, desktop, or iPad, and keeps the information safe because it is encrypted. Had I known initially how long and complicated it would be to settle the estate, I would have purchased it long ago to keep track of everything along the way. All the same, it’s a relief to have found this extremely helpful and cost-effective solution. Unless you plan to turn everything over to a very highly paid professional, I strongly suggest that you give the software a try - it will cost you nothing and might save a lot of money and grief!

I really wanted to give it 3 stars however Ive tried other estate apps out there and honestly estateexec is leaps and bounds above the others. The problems I have with it are for one it has been very difficult to learn where and how to input assets and transactions and also to learn how the app interacts with itself. Also I don't like how in some tabs if you inputting the wrong amount essentially the only way to fix it is to delete entire transaction and create a new one. Also and this is the most frustrating thing for me. After spending an hr or more figuring out a way to organize the assets in an order I really liked, when I converted to a pdf file in order to print, the order was no longer the same. So I close the pdf and what's on my screen is exactly what I want. I go back to create pdf and it's in a different order. So insanely annoying.

Our mother’s estate is very complicated with 3 trusts and probate in 2 states for houses not titled correctly. What a mess! However Estateexec is making it much much easier by providing excellent guidance, ability to create detailed accounting of time, costs, assets, documents, heirs, AND they have excellent customer service. That excellent customer service started from day 1 with our 1st license! Highly recommend!

EstateExec is truly a comprehensive, intuitive program. There's no question why it has been voted the best estate software. The overview section and task tabs help the user orient themselves and understand the process. I regret hiring an estate attorney to help after using EstateExec (EE) for a couple of months. EE organizes everything for you. One of the most powerful tools is the online help - Al Lenore. It will answer very specific questions with a step-by-step procedure using your state's estate laws. Customer service is another strong point. They want to help and empower the user. It is my understanding that the CEO answered one of my emails. Please don't hesitate to buy this program.

EstateExec is the answer to How to do Probate! I don't have to stress and overthink probate. EstateExec gives me one definitive place for everything from categorizing amounts paid out to who the beneficiaries are and everything in between. EstateExec teaches how to get probate done correctly, even allows for State probate laws for the particular state! When I'm done with this probate, I will set things up on EstateExec for my future.

Managing all transactions related to the management of the estate has been made easy thanks to EstateExec. While it doesn't replace the need to hire professionals for key activities, it does keep you aware of the next steps. Also, the tech support service is fantastic.

EstateExec is outstanding in every way possible. I didn't know where to begin as an estate executor, and I also had a trust to execute as well as a will. EstateExec guided me through each step with a detailed description of tasks, excellent help desk support, timelines, resources, and suggestions for additional free tools or support. I highly recommend this product.