EstateExec

2464 El Camino Real #125, Santa Clara, CA 95051, United States
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4.95
Based on 20 Reviews

5

95.00%

4

5.00%

3

0.00%

2

0.00%

1

0.00%
About EstateExec

EstateExec is online software that simplifies the estate settlement process, automatically providing step-by-step guidance customized to your estate, and automating estate accounting.

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Jim G
GB

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.

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Jennifer Hollister
GB

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.

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Rebecca Fontaine
GB

This is the best and most useful product I purchased as an executor! Really helpful in providing detailed estate accounting! There were times when I just couldn’t figure out how to do something and Estate Exec support team quickly responded with easy step by step instructions! The cash flow section is a snap to set up and having it sync with our trust bank account was definitely a plus. The “tips” were useful and I definitely recommend anyone needing to provide detailed reports buy this product! Very reasonably priced!

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Carol
GB

This program solves the mysteries of being an executor 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!

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Chad
CA

This tool has saved me countless hours… 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.

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