I used EstateExec to help me as… I used EstateExec to help me as executor of a complex estate with 10 heirs. The software was extremely helpful and very user friendly, and makes adjustments for whichever state the estate is located in. It allows one to print and/or send electronically multiple useful reports. When I had questions, the company was very responsive. I honestly don’t know how I could have carried out this task over the last 2 years without this program. I would recommend it to anyone!

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.

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.

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.

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!