EstateExecReviews on record for estateexec.com

Where do you start. EstateExec runs you through where to start and when. Going through your grief, no training for either that and being an executor. EstateExec guides you through it with a time line for piece of mind. Thanks to EstateExec, I am taking care of the families estate with ease & fairness, for me, my siblings and our late parents. So glad I found this!

I have been using EstateExec while administering my father's estate and have been extremely impressed with both the software and the support behind it. EstateExec has given me one place to keep track of the many details involved in administering an estate, including assets, expenses, executor expenses, mileage, transactions and the eventual distribution of the estate. It has made a complicated process much easier to organize and document. What has impressed me just as much is the responsiveness of their support team. I recently suggested adding the ability to duplicate an existing executor expense because I have a number of similar expenses associated with maintaining and preparing my father's home for sale. Bob responded personally, understood what I was trying to accomplish, and they actually added the functionality. It's not often that you make a software suggestion and see it implemented almost immediately! I would highly recommend EstateExec to anyone acting as an executor. There is a lot to keep track of when administering an estate, particularly when you're doing it for the first time, and EstateExec has made the process considerably more manageable. Five stars from me.

As I was going through emails and cleaning up online filing I found an email from when I initially purchased the EstateExec license. The program is wonderful and it was critical to my success as trustee. The way it is set up, the ability to ask Lenore questions, the endless resources, the way it steps through each portion of the process was incredible. I just wrapped everything up for the trust (about 1 yr) - was able to send documents to the attorney - and make them happy and to the beneficiaries who were delighted. Thank you for a great product! I have recommended it over and over and will continue to do so! I have even gone so far as to put it in notes for my trustee when it comes to that time, albeit it many years down the road, God willing.

I used Estate Exec to manage a small estate through probate, closing it in just about a year. Thankfully, I discovered the software early on, when trying to put together the initial inventory, and trying to manage all of the financial flows. I'm so glad I did. Even for a small, pretty simple estate, the paperwork can be overwhelming. Estate Exec was intuitive, and the ample on-screen help (and off-screen tech support) were great when trying to understand how to document the financial information, and report it to the probate court. Can't recommend it highly enough!

Matt and the support team were very helpful in answering questions and getting me the information I need. I appreciated being contacted directly to make sure everything is going well and offering continued support as I work through my estate project. Thank you!

I found this company on line by myself. I am not technologically inclined and it is rather awesome! BUT, my job as Executor has yet to begin. Yet, this program has contacted me twice, offering excellent advice on how to get a jump on the process ahead of me. I feel more confident with my future responsibilities knowing I have this fantastic team beside me!

As a ordinary person who was named trustee of a fairly complex estate, EstateExec made my life so much easier. I didn't start looking for software until I had been overwhelmed with trying to figure out what the lawyer was doing and what I need to be doing. If only I had looked 2 months sooner! I really could have used the task tab to great advantage and it would have been so less stressful. As it was, it has been an invaluable tool to keep track of expenses, refunds, distributions, my time, everything!

I'm fairly new to EstateExec and happy overall so far. It seems pretty intuitive and has a lot of great functionality. The customer service has been good though not having the ability to do video calls and screen share seemed like a barrier, the guy I spoke with over the phone was able to successfully work through my questions.