I used 2 licenses for EstateExec to work on my late sister's estate and trust. The site is very easy to understand and use. The folks there were fantastic whenever I contacted them with questions -... Vis mer
Vi bekrefter ikke spesifikke uttalelser siden en forfatters mening er hens egen, men vi kan merke en anmeldelse som "bekreftet" når vi kan bekrefte at det har vært kontakt med virksomheten. Mer informasjon
For å beskytte plattformens integritet vil alle anmeldelser på plattformen—bekreftet eller ikke—bli undersøkt av vår automatiserte programvare (tilgjengelig hele døgnet). Denne teknologien er designet til å identifisere og fjerne innhold som bryter med retningslinjene våre, deriblant anmeldelser som ikke er basert på en faktisk erfaring. Vi vet at vi ikke kan fange opp alt. Hvis du tror at vi har gått glipp av noe, kan du rapportere det. Mer informasjon
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EstateExec is the answer to How to do Probate! I don't have to stress and overthink probate. EstateExec gives me one definitive place for everything from categorizing amounts paid out to who the bene... Vis mer
As someone who works with a significant number of estates, I fully intend to incorporate this into my business. It streamlined the administration process and took the guesswork out of what needed to... Vis mer
I got stuck serving as the successor trustee for my father's estate. Even though I am a lawyer and hired an estate lawyer, it was clear I needed assistance with managing the massive amounts of data i... Vis mer
Informasjon om virksomheten
Opplysningene stammer fra ulike eksterne kilder
EstateExec is online software that simplifies the estate settlement process, automatically providing step-by-step guidance customized to your estate, and automating estate accounting.
Kontaktopplysninger
2464 El Camino Real #125, Santa Clara, CA 95051, USA
- support@estateexec.com
- estateexec.com
Makes the process easier & less stressful
I was fortunate to stumble across EstateExec. Though I had a working knowledge of what was involved in handling an estate, the process was more time consuming than I had imagined. I was midway into the process and still felt it was worthwhile to purchase the program for the organization & time savings.
The software was easy to navigate. EstateExec helped me summarize assets, monitor distributions, manage a long list of tasks (that was automatically generated & sorted by deadline), track expenses, and create reports that summarized cashflows and beneficiary designations. There is also an extensive resource guide to help along the way.
The cashflow accounting and task timeline were most helpful to me. I highly recommend this program to help make the estate settlement process easier & less stressful.
5. august 2020
Anmeldelse skrevet uten oppfordring
Worth Ten Times the Cost
Huge Help for Trust work! I'm an organized, project oriented person, but this type of paperwork is not my thing. Thanks to EstateExec which I found by accident, the trust work has been a much simpler process.
Software is reasonably priced and more than worth the investment! I used it to record my hours, organize assets and track as they were moved to a holding account; track expenses and generate reports.
Estate attorney was impressed at how quickly I could generate reports for him and the beneficiaries. Highly recommend using this tool to organize and simplify what can be a complicated process.
31. juli 2020
Anmeldelse skrevet uten oppfordring
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