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.

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.

I have just gotten started using the… I have just gotten started using the app. I ran into a problem logging in. I sent an email to the company and within hours I got a response with a solution to my problem. Then, I received an invitation to discuss the app and it's functions. I replied that, as a business owner, I really appreciated this opportunity. They gave me tips and guidance and I gave feedback. This gives me a strong sense of how much they care about the development of the app and that they will be there if I need more help in the future. That's a 5 star company.

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.

More than just sotware This is an amazing tool to help organize and keep track of all the tasks required as an executor. Matt Veltmann was very helpful and continued to reach out with support over the course of my experience. When I made suggestions he listened and would make suggestion's or find the answers I was looking for. So much more than just a software, the team really tries to make things easier during these hard times.