EstateExec Estate Executor Online Software

4.2 4.2 out of 5 stars | 30 ratings

Price: 179

Last update: 08-17-2024


About this item

Online Software for Estate Executors - You could try to figure it out and do everything the old-fashioned way, but why would you?
Automated Guidance - Explains duties, customizes task list per estate, calculates due dates, tracks progress.
Easy Accounting - Integrates financials for assets, debts, expenses, distributions, & more. Calculates executor compensation.
State-Specific - Customizes itself for any US state or Canadian province
Authoritative - Named Best Executor Software by Worldwide Finance Awards in 2023
And More - Export PDF documents, share online access, etc. See Product Description below.

Top reviews from the United States

Jane A. Smiley
5.0 out of 5 stars Excellent Product for an Often Challenging Role!
Reviewed in the United States on December 8, 2022
I like the tabs with timeline and drop down menus. The role of executor is one of trust and fiduciary responsibility. I was determined to act in the best Interest of my mother’s beneficiaries. I sampled the product and it sold me immediately with step by step instructions, lists, worksheets and state specific information, I have the tools for the job! I am extremely pleased with my purchase and highly recommend EstateExec
Steve H.
5.0 out of 5 stars Makes a Difficult Job Easy!
Reviewed in the United States on May 25, 2023
My mother passed about 2 years ago and my dad this past January. I was named the Executor of the Will and didn't know where to start. There was no money in the checking account and I was left with a mess. Since there was no money, I was left with general expenses etc....coming out of my personal account. I met with the Probate Officer at the local court house and did a lot of reading and watching YouTube videos. About 3 weeks ago, I watched a video about EstateExec and decided to purchase it on Amazon. I immediately fell in love with the program and wished I had it back in January. I'm currently still navigating Probate and my next task is completely the inventory. I opened a checking account by selling some assets and the program is doing the accounting for me as I need to submit a court approved inventory in July. Also, Dan from EstateExec reached out to me after opening an account with an open invitation with questions. I emailed him this morning and he responded within an hour. I would highly recommend this product as it has all the necessary probat forms or links to your state within the program. There is also a check list of tasks from start to finish.
RobertC
2.0 out of 5 stars You're better off using a spreadsheet.
Reviewed in the United States on July 23, 2023
After a close friend died, I became the successor trustee and executor. I had performed those duties before for family members but decided my friend's estate might be more complicated (it isn't) so I believed the advertising. The software has several user interface issues as well as category limitations but the real problem was the linked financial fields -- update them in one location and they weren't updated in other locations (eg Assets => Distributions). And maybe the reports are useful to some people -- they certainly weren't for me.

While I had a license key, I started with the Trial version. Unfortunately I started after the license return date. But like me my friends are old so I'll probably be giving the license key to someone soon.
Stephanie Kaufman
5.0 out of 5 stars Very useful product
Reviewed in the United States on June 18, 2023
Super intuitive and easy to use. Easy to organize data for executor functions.
swall
4.0 out of 5 stars Great guide and software as a tool for Executors
Reviewed in the United States on December 17, 2022
Overall I like the software. Fairly straightforward to use, simple. I love the ability to import transactions from bank account. Had a little difficulty with the payment process with purchasing license to use software. However, Customer Service responded promptly both when I emailed and when I called and were friendly and willing to resolve issue.
PhxHorn
5.0 out of 5 stars Everything you need as an executor
Reviewed in the United States on November 10, 2022
This is an online product and if you're familiar with Quicken or Quickbooks, etc, you'll be right at home. There is a task list with due dates, with some pre-populated tasks that every executor has to do, and you can create your own as they come up. There is a tab for executor expenses as well as your time spent. So every hour is tracked with a description. So I'd enter an expense, and then later pay it, and the balance would be deducted from the account you choose, such as the estate bank account. It keeps a running total of assets, debts, expenses reimbursed, etc.

Note that a major hurdle might be opening the estate bank account, as you need a certified death certificate, EIN from the IRS (can be obtained online in a few minutes), as well as the court appointment document (possibly a certified copy -- so be sure to investigate the requirements with a knowledgeable bank rep, which will usually not be a teller or 800-number rep). If you're an out-of-state executor, it can be more complicated and the sooner you check requirements, the better.

You can run reports which will later be sent to the heirs/judge/attorney/etc. The only thing I'd like to see is the ability to attach files, like receipts or documents, and they're working on it. Meanwhile Dropbox or Google drive can be used. I've had a feedback phone call and they've implemented some of my suggestions. I've been working with this for about 6 weeks now, and once I got the hang of it, I really like it. I'd bought a book on the topic and then actually sent it back for a refund, because this product pretty much takes care of everything. And unlike print books, it's up to date.
Mary A. Howard
5.0 out of 5 stars Excellent Software & Service!
Reviewed in the United States on December 14, 2022
I found the software very easy to use and so helpful as to what I need to do to be an Executor for the first time. Also, if you need help, they are right on top of it and help in any way possible. They have a wonderful value system. Awesome in every way!! Thank you very much!! Mary
Susan Graham
5.0 out of 5 stars Makes Organizing an Estate Manageable
Reviewed in the United States on May 31, 2022
Estate Executor has made organizing my mother's estate manageable. This software has taken a lot of stress out of the task. For me there was a bit of a learning curve, as there usually is with any new software. After three days, however, I had input all the information I had collected over several months. Then I printed an Accounting Report. That report gave me a very clear picture of my mother's estate in a way I had not seen it before. Anyone who has an estate to settle should take a look at this software. I am glad I did.

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