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!

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!

Makes a very difficult time easier My mom died quite unexpectedly in late January, 2023. Upon finding her last will and testament, I discovered that since the executor named (my dad) had died years earlier, I had become the executor. I had never done anything like this before. So, during a period of grieving, I was forced to educate myself on a complex legal process potentially rife with gotchas. But then I discovered EstateExec, and I was able to use the free trial version. It immediately made the job much easier and manageable for me. It was like having a private secretary who kept track of all the tasks I needed to do, crossing all the T's and dotting all the I's. Along the way I encountered some small glitches, but the staff was very responsive, often responding to my emails within minutes. My entire experience with this product was positive, which has been a blessing during a difficult period for me. God bless all of those behind his product!

EstateExec has your back Being an executor means assuming many tasks, usually ones that are unfamiliar. The responsibility also involves tracking and sharing a lot of information. EstateExec helps you learn about and track those tasks and your efforts. It also helps you share details about who is owed what, prepare details for lawyers or courts, and even allow trusted people to have limited access to the software. There are some quirks to the UI, but after you learn those, it's easy to use. Finally, the customer service is attentive and very helpful. Try it out, I think you'll be happy that you did.

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.