EstateExec Newbie I knew very little about how to set up the necessary documentation for an estate. I searched the internet and found a reference to EstateExec. I decided to look more carefully at the program and used their free trial version. It showed me the different types of tasks I would have to do and suggested in what time frame they should be done. In using the program I ran into a problem understanding exactly the difference between executor expenses and cost flow entries. I wrote customer support and they corrected my error and explained the issue. I have not completed my work yet but am a satisfied user. I like being able to print the various data sets in either Excel or PDF format. It makes it easy for me to keep interested parties informed. $99 well spent.

More than just sotware This is an amazing tool to help organize and keep track of all the tasks required as an executor. Matt Veltmann was very helpful and continued to reach out with support over the course of my experience. When I made suggestions he listened and would make suggestion's or find the answers I was looking for. So much more than just a software, the team really tries to make things easier during these hard times.

Wow....What a life saver! Wow....What a life saver!! My father passed away and I had NO IDEA where to start. The lawyer was telling me one thing, the financial advisor another, and others something completely different. Estate Exec was very helpful in providing a step by step process. I am not tech savvy and had a couple issues so Matt from Estate Exec scheduled a call with me and not just a call...he spent an hour going over details and providing support. This was more valuable than the lawyer!! Grateful for the time and expertise as well as the quick response and kindhearted communication because we are all enduring loss and grieving while trying to handle all of the details. Thank you Matt! I have recommended Estate Exec to many and will continue to do so. The software is the best small investment you will make to make this journey a little less cumbersome and stressful!

Great tool for Executors and Trustees! It's such a great tool, especially when you've lost someone and can hardly function. It also helps with family infighting, because you can produce detailed documents if there's any questions of impropriety. It's hard enough to be an executor or trustee, because you don't get time to grieve, but this program has helped me stay organized. I can use all the help I can get now. Thank you so much for creating it!

Has made my job easier! I thought I could handle my Mom's trust on my own using my financial methods....after two months, I quickly realized I was in over my head trying to keep everything organized and coherent. Thank goodness I stumbled across EstateExec! It has been a Godsend! For anyone who has used Quicken or just your own spreadsheets to organize and track your finances, you need this program, but it is so much more than just a finance, expense, and distribution tracker. The checklists will save you valuable time researching on your own what you need to do and when you should do them and there is support for guidance and questions you might have...I wish I had found them sooner.