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.

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!

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 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.

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.