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.

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!

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.

Great tool for Executors and Trustees! It's such a great tool, especially when you've lost someone and can hardly function. It also helps with family infighting, because you can produce detailed documents if there's any questions of impropriety. It's hard enough to be an executor or trustee, because you don't get time to grieve, but this program has helped me stay organized. I can use all the help I can get now. Thank you so much for creating it!