Tremendous tool! 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 have just gotten started using the… 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.

Great program 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!

Estates are Complicated Estates are complicated and I didn't have any background in the subject. EstateExec has been invaluable at getting me up and running in handling this task. Reading the "Docs" section provides a good overview of what all needs to happen, and the "Tasks" tab keeps me on track with timelines. I am impressed that there are click throughs on terms that lead to government websites in my local jurisdiction of Saskatchewan. I didn't see another product out there that handles this topic in as straightforward a manner.

Smartest thing I did relative to being an executor I stumbled onto EstateExec with an internet search, looking for a good checklist. I took the risk and purchased the license. It is the smartest thing I did relative to being an executor of my dad’s estate. It provided me with a comprehensive checklist as well as guidance on every step. The reporting helped the communications with beneficiaries and the accounting helps with managing the status of assets as they are consolidated and distributed. I found it very helpful and highly recommend it for estates of any size. I did need support a couple times figuring out the transfer of assets to the cash account and was able to get the help I needed.