EstateExec Estate Executor Online Software

This software was worth the price for the peace of mind it gave me. EstateExec has made the legal process in handling my mothers estate easy to understand. EstateExec makes it easy to track expenses and know what steps need to be taken to navigate through the entire process. This software is a must to make the estate process easier! I wish I found it earlier!

Estate Executor has made organizing my mothers estate manageable. This software has taken a lot of stress out of the task. For me there was a bit of a learning curve, as there usually is with any new software. After three days, however, I had input all the information I had collected over several months. Then I printed an Accounting Report. That report gave me a very clear picture of my mothers estate in a way I had not seen it before. Anyone who has an estate to settle should take a look at this software. I am glad I did.

The EstateExec software has been a fantastic resource for me while I have been administering my fathers estate. I was a lawyer for over 20 years and now a circuit judge for almost 15 years (albeit with no probate experience), and the software helped me identify potential pitfalls which I may not have timely seen on my own. There is helpful explanatory information about every aspect of handling an estate, and the default tasks list provides a terrific roadmap for anyone administering an estate. I have not yet reached the stage of filing a final settlement with the probate court, but the financial tools embedded in the software will undoubtedly be very helpful in that process. In sum, I give this software the highest rating possible; the company is probably charging too little for it.

I found the software very easy to use and so helpful as to what I need to do to be an Executor for the first time. Also, if you need help, they are right on top of it and help in any way possible. They have a wonderful value system. Awesome in every way!! Thank you very much!! Mary

I needed a software solution to track the various assets for my fathers estate. I looked at a number of different solutions, but this EstateExec has been the hand down winner. Its super easy to use, has a nice number of pre-populated tasks for you to consider, and when I was stuck a couple of times (like how to generate an asset report), their customer service got right back to me! Its great and I highly recommend it!

I was executor for my parents estate and this software made it easy to keep track of assets and things that needed to be done. The program was very easy to understand and gave all the information needed for getting the job done

Overall I like the software. Fairly straightforward to use, simple. I love the ability to import transactions from bank account. Had a little difficulty with the payment process with purchasing license to use software. However, Customer Service responded promptly both when I emailed and when I called and were friendly and willing to resolve issue.

I like the tabs with timeline and drop down menus. The role of executor is one of trust and fiduciary responsibility. I was determined to act in the best Interest of my mother’s beneficiaries. I sampled the product and it sold me immediately with step by step instructions, lists, worksheets and state specific information, I have the tools for the job! I am extremely pleased with my purchase and highly recommend EstateExec

I loved this product. The days after my mom died were extremely stressful and it was nice to have an easy, concise, and practical list of tasks that needed to be completed. Everything was very well explained and by the time I decided to meet with a lawyer or any professionals about probate I already knew everything I needed to do, or I had already completed what was necessary. I definitely recommend the product.

Super intuitive and easy to use. Easy to organize data for executor functions.