EstateExec Estate Executor Online Software

This software was worth the price for the peace of mind it gave me. EstateExec has made the legal process in handling my mothers estate easy to understand. EstateExec makes it easy to track expenses and know what steps need to be taken to navigate through the entire process. This software is a must to make the estate process easier! I wish I found it earlier!

This is an online product and if youre familiar with Quicken or Quickbooks, etc, youll 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 Id 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 youre 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 Id like to see is the ability to attach files, like receipts or documents, and theyre working on it. Meanwhile Dropbox or Google drive can be used. Ive had a feedback phone call and theyve implemented some of my suggestions. Ive been working with this for about 6 weeks now, and once I got the hang of it, I really like it. Id 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, its up to date.