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!

Smartest thing I did relative to being an executor I stumbled onto EstateExec with an internet search, looking for a good checklist. I took the risk and purchased the license. It is the smartest thing I did relative to being an executor of my dad’s estate. It provided me with a comprehensive checklist as well as guidance on every step. The reporting helped the communications with beneficiaries and the accounting helps with managing the status of assets as they are consolidated and distributed. I found it very helpful and highly recommend it for estates of any size. I did need support a couple times figuring out the transfer of assets to the cash account and was able to get the help I needed.

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.

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.

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.