EstateExec helps executors streamline their responsibilities by helping them automatically track and manage the estate resolution process.
The software provides step-by-step guidance customized to their estate, automates the estate accounting process, and gives users the flexibility to print reports, share access with loved ones, and more. In fact, many have claimed that EstateExec saves substantial time, often thousands of dollars, and reduces overall risk.
EstateExec is located in Silicon Valley and was launched in 2015
If I were you, I would first make a detailed list of what documents you need (insurance, retirement accounts, death certificates). This would include calling each company and asking exactly what they require to transfer the assets directly to you. Then it’s probably worth it for you to make a trip home and gather all the documents and do some of it yourself. For instance, the insurance company may pay out with... Source: 12 months ago
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