After my 93-year-old mother passed away, I realized I had a lot to manage: death certificates, probate, sales, and account cancellations. I sought help after feeling overwhelmed. I was advised to use this service alongside another tool, and I’m so glad I did! It acts like a knowledgeable assistant, posing the right questions at the right moments. It provides a clear framework for tracking accounts and distributions, which is invaluable. I appreciate the option to share the system with family members in view-only mode, which has been perfect for my situation. While I also use another tool for detailed tracking, this service offers a great overview and is securely shared. I haven't yet tested all features, but it promises to generate necessary reports based on state requirements. If you're tackling executor duties for the first time, I highly recommend this service. It’s made a significant difference for me.
Claim your business profile now and gain access to all features and respond to customer reviews.
EstateExec is online software that simplifies the estate settlement process, automatically providing step-by-step guidance customized to your estate, and automating estate accounting.