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.

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.

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.

Makes the impossible possible, and more! Don't know how I would've gotten this job done without keeping organized through EstateExec and without it's built in guidance. Just with all that alone, the program has been WELL worth it's cost...but on top of that, I acted on one tip in there which was an optional step in settling an estate and this step probably ended up saving the estate several thousands of dollars. Very grateful to have something like this available, otherwise this mountainous task would have seemed impossible.

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.