Worth every penny. This was probably the biggest lifesaver for me during this trying time. I work in tech and I've got a lot of experience with spreadsheets. I planned on doing my own system myself, but I kept ending up back at EstateExec and I decided to buy it. This site saved me so much time. I had a couple gripes about it --- namely with expense tracking and that I wished I could upload file attachments. To my disbelief, someone from estateexec hopped on the phone with me and we discussed my issues in detail and they implemented those improvements! With estateexec, I was able to keep all stakeholders in the loop by sending them view-only invites and it saved my Lawyer so much time that he told me he asks all his clients to use this site too.

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!

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!

This program solves the mysteries of being an executor This program solved all my problems with knowing what was required of me as executor. Everything is laid out in an easy to understand timeline, and the extra information about each topic is extensive. All your research questions are answered here; I could quit Googling for my education. Once I started entering my information, I began to relax for the first time in a long time. Highly recommend. My attorney even asked for the name of the program to pass on to other clients. Saved me a bundle as I could quit asking him expensive questions!

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.