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.

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.

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!

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.

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.