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.

I used EstateExec to help me as… 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 has your back Being an executor means assuming many tasks, usually ones that are unfamiliar. The responsibility also involves tracking and sharing a lot of information. EstateExec helps you learn about and track those tasks and your efforts. It also helps you share details about who is owed what, prepare details for lawyers or courts, and even allow trusted people to have limited access to the software. There are some quirks to the UI, but after you learn those, it's easy to use. Finally, the customer service is attentive and very helpful. Try it out, I think you'll be happy that you did.

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!

EstateExec is well designed and full of useful info I stumbled across EstateExec after being assigned executor of an estate. I began using it almost immediately and am very glad I found it. This is a product that makes estate management much easier. I love finding a product such as this one, that fills a need and is so well designed. Well done!