EstateExec Reviews 

This software made the process of settling my parent's estate so much easier. The step by step checklists ensured I didn't forget anything important. I also liked the customizable reporting. The support staff was very helpful as well, and in fact was proactive about reaching out to see if I was having any difficulty.

Even though I was my mother's Personal Representative, my family's estate lawyer refused to provide my brothers and me with a list of my duties, even after repeated requests. I had to call frequently for clarification on what I was supposed to do and when, which was added to the bill. In frustration, I took to the internet and found EstateExec.com. My only regret is that I didn't know about EstateExec until well into the paperwork and I already had much of it done. Had I started immediately with EstateExec, I probably would have reduced my billable legal hours by several thousand dollars. Nevertheless, EstateExec helped me navigate through the remainder of my tasks with much more confidence and efficiency, and I finally had my list, which still saved me a substantial amount in legal fees! I also just discovered that I could add my own EstateExec estate to provide all the necessary information my Personal Representative will need when the time comes, so my experience with this company is ongoing. This will save my family countless headaches and legal fees, not to mention the time-consuming tasks of compiling inventories of assets, determining what bills and property/individual/estate taxes are to be paid, and how to disburse what's left. Some tasks are time-sensitive, so the timeline of tasks was one of the most helpful features to me and will be for my family in the future. I highly recommend anyone who is faced with this daunting project get on board at once with this product. And if you want to do your family a huge favor, don't leave them with a mess to sort out! EstateExec can give them everything they need in one place and really be a gift to them when they are really going to need it. You can upload additional documents, such as wills and directives, and your Personal Representative will also be able to upload helpful documents after the fact, so there is a digital record of everything related to you. I know my family will be very grateful that I loved them enough to reduce their workload as much as possible, as they will also be my Personal Representative/Executor. I can only imagine how much more difficult it would be for anyone to get through this process without this invaluable product, and I have personally recommended EstateExec to all my family and close friends.

When I was asked to be an executor of a friend’s estate, I had no idea just how complicated it would be. Searching the Web made it even more confusing, until I happened upon EstateExec. I found it to be the single best source of all the information I needed to guide me through the entire process from beginning to end.
It is state specific, so it eliminates a lot of the confusion of what applies and doesn't apply to your particular situation. It has tracking tools that allow you to stay on top of all the various timelines and state specific requirements. The site layout was very intuitive and easy to navigate.
It provided an excellent user guide that walked me through the entire process, addressing all of my questions, from what are the responsibilities of an Executor to the final estate accounting. If I couldn’t find the answer to my question there, I found their support team extremely helpful and quick to respond.
I particularly appreciated the detailed tracking of my time and expenses, which tend to add up quickly. My collection of documents and paperwork filled up my first accordion file in no time, which wasn’t a problem until I had to start sharing the documents with my attorney, accountant and inquiring heirs and devisees. The ability to upload or attach various files to my account made that choir very quick and simple.
All in all, I couldn’t imagine having survived this unexpectantly difficult and time-consuming process without the assistance of EstateExec. Especially considering its minimal cost, which was paid by the Estate. Knowing what I know now, I would have been willing to pay much more.

I used EstateExec to help me as executor of a complex estate with 10 heirs. The software was extremely helpful and very user friendly, and makes adjustments for whichever state the estate is located in. It allows one to print and/or send electronically multiple useful reports. When I had questions, the company was very responsive. I honestly don’t know how I could have carried out this task over the last 2 years without this program. I would recommend it to anyone!

EstateExec is a complete system for estate management. It provides great guidance and resources to ensure no steps are missed. I am confident in my ability to manage my friend's estate with all the tools the system provides.

My mother passed about 2 years ago and my dad this past January. I was named the Executor of the Will and didn't know where to start. There was no money in the checking account and I was left with a mess. Since there was no money, I was left with general expenses etc....coming out of my personal account. I met with the Probate Officer at the local court house and did a lot of reading and watching YouTube videos. About 3 weeks ago, I watched a video about EstateExec and decided to purchase it on Amazon. I immediately fell in love with the program and wished I had it back in January. I'm currently still navigating Probate and my next task is completely the inventory. I opened a checking account by selling some assets and the program is doing the accounting for me as I need to submit a court approved inventory in July. Also, Dan from EstateExec reached out to me after opening an account with an open invitation with questions. I emailed him this morning and he responded within an hour. I would highly recommend this product as it has all the necessary probat forms or links to your state within the program. There is also a check list of tasks from start to finish.

My mother's estate has been very difficult and complex because things were not left in a good state. I was the only one that was able to take on the task. My first order of business was to try to make sense of things and get organized. I can tell you in all honesty that having software already formatted and geared to the state in which my mother (I live in another state) saved my life. It gave me a starting point and a way to track executor hours, kept track of bills, log expenses, log inventory and distribution of assets. it has been invaluable and has been a lifeboat in what has been a stormy and tumultuous sea. All that and Estate Exec is very reasonable priced for the service, support and information you get. I am still using it, as my mother's probate will probably continue another 6 months or so. Do not hesitate to use this software. I am an actual customer and I have no affiliation with the company-this is an honest review.

Recommended by our Estate Attorney and found this program very helpful and easy to use. For those of us that are not attorneys the Docs section is quite beneficial for tips and forms to use along with the task checklist in the Task tab. I would highly recommend this program to anyone administrating an estate.

EstateExec is RAD! As Executor of a complicated Estate the tasks were overwhelming. Thankfully, after a few months in, I found EstateExec. Goodbye spreadsheets! Having the ability to store all information in one place, and to boot, create reports has been amazing. The interface is user friendly and the customer service is AWESOME! For anyone who is Executor of an Estate (a job I wouldn't wish on my worst enemy) I would highly recommend EstateExec.

Very easy and intuitive to use. Helps keep everything organized and accounted for.

Exactly what I needed to help me figure out how to get through my mother's estate as Trustee. I knew what had to be done and saw weeks of creating spreadsheets in front of me. I then find out about Estate Exec and it was off to the races from the start. What a great interface and ststem. Saved me days of my time without a second thought.

A very well designed product. It has been a tremendous help to both me (executor) and my attorney. I have already recommended EstateExec to two of my friends who will be the executor for their parent's estates. I would recommend this software for anyone dealing with the management of an estate.

My father's death was not unexpected as he had attained a great age and lived a long life. However, as often happens in these types of circumstances, not all was in good order. This was an especially difficult time as, due to Covid, things were still not working in a normal or efficient way. My young adult son, who had traveled across the country with me to help me transition my father to a care home, but ended up helping me manage his estate after his death, was looking for some way to help us navigate this unwieldy undertaking. That's when we found EstateExec online. We read the reviews, which were impressive. EstateExec immediately provided us a way to systematically start the daunting task of administering my father's estate. Especially helpful, at the start, was the timeline EstateExec provides the user. This task needs to be done in the first 2-3 days after death, then these are the tasks for the first week after death, then the tasks that need to be completed by the third month, and so on, up until the estate is finally settled. Settling an estate can, in many cases, take up to two years, sometimes more. Using EstateExec's timeline is so helpful and important during this long process. Many Executors also work, and, perhaps, like me, did not realize what a time-consuming job being an Executor actually is. EstateExec helps Executors keep track of the many facets of settling the estate over the year or two to come. In addition, several weeks in, we received a phone call from the founder of EstateExec, Matt Veltmann. He reached out to check on how all was progressing and how we were finding EstateExec at the start of the long process of settling the estate and trust. I cannot emphasize enough, in this time of phone trees, hours on hold, and outsourced customer service, how wonderful it was to talk to a human being. Matt, and his awesome partner/developer/tech guy, Dan Stickel, are a fantastic team and have put their hearts and souls into developing EstateExec. I highly recommend this product for anyone who finds themselves in the position of Executor.

Have been using the program to manage my family trust for about 5 months now. The ability to organize all aspects of the process in a report format is very helpful. Having all the tasks already suggested with a timeline was instrumental in getting the process moving after my mother passed suddenly. The resources, knowledge base of info on trusts, estates, heirs was invaluable and i referred to it often. A great product if you have to deal with a trust and don't want the expense of hiring an attorney.

I occasionally had trouble seeing how the software should work--but that's me and almost all software is unintuitive for me.
The great thing about the program is that you don't know what you don't know--you don't know what categories of activities and decisions (and record-keeping) actually exist. The program shows you, and makes the record-keeping easy.
In addition, a great plus is that it lays the chores out in the proper order--something most of us would have no insight into when we start.

Awesome software! Provides an organized platform for managing through the process. Best feature for me is syncing with the checkbook. The links to guide you are great as well... When I question something, it's easy to click to an answer. Highly recommend EstateExec!

Matt Veltmann Recommended I Set Up An Email Address To Request Advice In The Future.
That Was So Kind, Him Reaching Out To Me!
Product Keeps Showing Me New Procedures That Add To My Expectation. User Interface Responsive And Pleasing To The Eye, Very Informative Orientation!

Hope To Talk Again, In The Future!

Sincerely,
Larry

This program solved all my problems with knowing what was required of me as executor. Everything is laid out in an easy to understand timeline, and the extra information about each topic is extensive. All your research questions are answered here; I could quit Googling for my education. Once I started entering my information, I began to relax for the first time in a long time. Highly recommend. My attorney even asked for the name of the program to pass on to other clients. Saved me a bundle as I could quit asking him expensive questions!

I'm a CPA and I thought I could handle all the paperwork, and Organization of being an executor when my friend passed using my typical tools of excel and office but was quickly overwhelmed. EstateExec helped tremendously by helping me organize what I needed to do as well as included super helpful task checklists of all the things I needed to do as no one tells you all the things that have to be done. I'd be lost without it.