Great tool for Executors and Trustees! It's such a great tool, especially when you've lost someone and can hardly function. It also helps with family infighting, because you can produce detailed documents if there's any questions of impropriety. It's hard enough to be an executor or trustee, because you don't get time to grieve, but this program has helped me stay organized. I can use all the help I can get now. Thank you so much for creating it!

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.

EstateExec Newbie I knew very little about how to set up the necessary documentation for an estate. I searched the internet and found a reference to EstateExec. I decided to look more carefully at the program and used their free trial version. It showed me the different types of tasks I would have to do and suggested in what time frame they should be done. In using the program I ran into a problem understanding exactly the difference between executor expenses and cost flow entries. I wrote customer support and they corrected my error and explained the issue. I have not completed my work yet but am a satisfied user. I like being able to print the various data sets in either Excel or PDF format. It makes it easy for me to keep interested parties informed. $99 well spent.

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.

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!