EstateExec Reviews 

EstateExec is a excellent program if you are the executor of an estate of any size. It is easy to use and very intuitive, so no prior experience is needed. It also has "tips" to give easy to understand hints on what to do for a particular task. I found the data upload feature extremely helpful and easy to use.

It gives you the tools to track all types of items in an estate from cash in the loved-ones wallet to the value of investments. It also allows you to manage cash and the sale of any items in the estate.

The software has an intuitive layout that makes it easy to navigate. EstateExec also has an extensive reporting tool that generates the reports the courts may want.

I even talked with the company about how to go about getting their software marketed to friends that have been appointed executor of an estate.

This is software that you don't realize you need until the unfortunate passing of a loved one. This software will help you through the what seems like an unmanageable task.

I am very happy with my purchase of EstateExec. It is well-organized and allows me to plan and document my work as an executor. It also provides state-specific guidelines and a set of comprehensive reference documents that make it easy for me to find information when I need it. I highly recommend this product.

In closing our particular estate I wish there was more guidance on Small Estate Affidavit filing as we are not taking this to Probate. This program has however allowed us to process everything and document all assets, Heir distribution, debts, ect and creates a fantastic report that I was able to navigate and adjust to our particular need for a final accounting and submit it with the SEA.. The customer service is personal and SPOT ON! Being in Retail Management ~ I expect a higher degree of attention to detail. EstateExec went above and beyond to ensure our satisfaction with the program. When you put into perspective the cost of a Estate Lawyer vs. A mere $199 for ExtateExec you will realize you are saving THOUSANDS for the Estsate by using this program and doing it yourself. It's easy to navigate, however if you do get stuck help is just a click away! Very responsive, professional, and detailed program ~ ONE OF A KIND!
WELL DONE! ( I have shared with many, I know of at least 6 families that will utilize this program now that they know about it as it is perfect for the LIVING ESTATES as well)

EstateExec is one of the most intuitive software packages I have ever used. Estates have many moving parts, and EstateExec lets you combine all the parts into a single package, making understanding what is happening much easier. This is the first time I've had to deal with an estate. It would be much more difficult if I had to use a spreadsheet to do all this. I highly recommend EstateExec!

I was looking for something to make tracking and recording estate expenses easier and this product has been perfect! It's easy to use and their support staff has been wonderful with any questions you might have. You can schedule an appointment to speak with someone or email them your question. The response was quick and provided me the exact information that I needed. I would definitely use this product again in the future or recommend it to others.

Before retiring, I worked in the IT software industry for over 35 years, so I have seen my share of applications. I am highly impressed with ESTATEEXEC. Its ease of use and intuitive nature make it a joy to use, and it covers any scenario I need. Also, their customer support is unsurpassed. When I was expecting a reply to my email inquiry within three days or so, I was pleasantly surprised when I received a reply within 5 minutes with detailed instructions on how to accomplish the task where I had questions.

I find ESTATEEXEC an exceptional product.

Estate Exec is what every Executor needs !!! Using this program gave me the ability to "sort out" all the "money" and the ability to save ooooodles of money ... Thank you Estate Exec and Matt !!!! SUSZAN

This product is a Godsend. I am the executor of my mother's estate. EstateExec helped me understand the whole probate process, plan ahead, stay organized, and communicate with other heirs. The learning information is available in bite-sized chunks, as needed, so I never felt overwhelmed. Being able to give other people viewing rights builds trust and minimizes questions from other family members. Customer Support is very quick to respond, and their answers are helpful. Without EstateExec, I definitely would have needed to hire an attorney. But even if you ARE using an attorney, I would still recommend using EstateExec to help you avoid wasting billable hours.

I love this product! The application is well documented and helpful at each level. As a retired bookkeeper tax preparer, Quickbooks and Quicken user I can appreciate the value of this service. Questions, concerns, feedback and help has come back to us quickly. Finding this application has come at one of the most difficult moments in life, the death of a loved one. Grateful am I to have found EstateExec after comparing others. EstateExec has what I need as an assistant to my sister, who is the executor and trustee of our parents estate. We have learned much by this loss and now we need to prepare our trustees for the inevitable.

Question? How many licenses do I need to purchase? Or, is it acceptable to use the same application for more than one trust? We are presently using EstateExec for my mother’s estate, my husband’s mother, who is 94, needs to get organized, and my husband and I need this application for our living trust.

EstateExec is an excellent guidepost for individuals experiencing the Probate Process. When I discovered the software program, I had no idea what an Executor of an Estate did though I had been assigned to be Executor of my mother's will.

This program provides an overview of the Executor Role. It is comprehensive. Straightforward to use. Just reviewing the tasks that are outlined by EstateExec is an excellent way to begin to understand the scope of the Executor job.

EstateExec comes highly recommended. It is for current and future Executors and can be used as much by those wishing to prepare for the inevitable as by those in the midst of probate.

I wish I had found this sooner. I was already about 90% thru probate before searching for executor fees for Texas. This is when I stumbled across Estate Exec. Since it walks you thru the whole process I did review the steps to see where I was in the process, according to them. Indeed I was pretty much done, with just a couple steps to wrap things up. In my situation things are on hold until things finalize in other states. This program really does outline steps and help you keep track of what's been done and what needs to still be done. I recommend you start with this from the beginning.

I went back and forth on whether I needed to buy EstateExec but I am sooooo glad I ended up purchasing it. I was planning on just using spreadsheets, which is so crazy and naive.

It's actually fun to use too. I love sending my sisters the reports; I look so buttoned up.

Plus, we had to unfortunately open Probate, and the courts (and my lawyer & CPA) have been super impressed. The first email from my lawyer was all about how great it is that I'm so organized.

The software is very intuitive and easy to figure out. But the few times I have had questions, the support team is incredibly responsive.

I highly recommend to every personal representative, successor trustee, executor, etc. It will make your life so much easier.

More helpful than the attorney and his paralegal at a fraction of the cost!

This tool is tremendous in helping guide an executor through the tedious processes involved in the Estate Settlement event. It saved me the enrollment fee several times over.

I appreciate this product immensely. Makes it much easier to collaborate with co-executor from out of state. I look forward to seeing how it grows in the future. Customer service is excellent!

This has been the exact product that I have been looking for. Have been using it for 7 months now. Makes the process of dealing with a complicated Estate very simple. Support has been great, even our estate attorney is impressed. An extra plus is the fact that it is State specific, even when I live in a different State. Thanks for developing this software, would definitely recommend to help out with any estate.

Excellent program that provides a clear roadmap, at a time when 'thinking' is not always easy.

This tool has saved me countless hours and allowed me to retire multiple spreadsheets that I was struggling to keep up to date and in sync.The estate is still in process but within two days of purchasing this tool, I was able to create several of the cashflow and distribution reports I needed for my accountant and lawyer.

I have just gotten started using the app. I ran into a problem logging in. I sent an email to the company and within hours I got a response with a solution to my problem. Then, I received an invitation to discuss the app and it's functions. I replied that, as a business owner, I really appreciated this opportunity. They gave me tips and guidance and I gave feedback. This gives me a strong sense of how much they care about the development of the app and that they will be there if I need more help in the future. That's a 5 star company.

My mom died quite unexpectedly in late January, 2023. Upon finding her last will and testament, I discovered that since the executor named (my dad) had died years earlier, I had become the executor. I had never done anything like this before. So, during a period of grieving, I was forced to educate myself on a complex legal process potentially rife with gotchas.

But then I discovered EstateExec, and I was able to use the free trial version. It immediately made the job much easier and manageable for me. It was like having a private secretary who kept track of all the tasks I needed to do, crossing all the T's and dotting all the I's.

Along the way I encountered some small glitches, but the staff was very responsive, often responding to my emails within minutes.

My entire experience with this product was positive, which has been a blessing during a difficult period for me. God bless all of those behind his product!