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!

I get constantly reminded how great of a product this is! 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.

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.

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!

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.