Save your family time and money with best in class estate organization and settlement tools.

I built QE because I couldn’t watch another grieving family be torn apart, pay massive fees and have the process take forever, when it’s easily avoided.
- Melissa Best MBA, CFA, TEP, Veteran Financial and Estate Advisor

Watch Our Quick Overview Video

Try Our Estate Payout Calculator

QuickEstate™ is NOT a Wills kit.

Having a valid Will is the tip of the iceberg in settling an estate; only telling your executor who gets what and when, nothing about how to do the job.

QE reduces the enormous amount of work and responsibility that happens after your Will takes effect, which may takes years and pull your family apart if your executor doesn’t know how to do the job.

QuickEstate™ is NOT a Wills kit.

Having a valid Will is the tip of the iceberg in settling an estate; only telling your executor who gets what and when, nothing about how to do the job.

Having your affairs in order is the most priceless gift you can leave your family.

Estate planning goes beyond having a Will and some life insurance.

A valid Will is critical, but it’s the tip of the iceberg in settling an estate.

If your affairs are disorganized at death and if your executor has no idea where to start, settling your estate may become a never ending, costly nightmare for your family (with the proceeds going to lawyers and taxes). We can fix that!

Comprehensive Estate Settlement Software For Both the Organizer and Executor Puts Your Family In Control.

Eliminate the biggest challenges facing your executor:

No idea who’s involved
No idea what’s involved
No idea where to start
No idea how to avoid family conflict

Consequences of not using QuickEstate™:

Permanent destruction of family relationships
Financial losses on assets and in taxes
Paying ridiculous legal fees
Estate takes years/forever to settle

QE Estate Organizer

ORGANIZE AN ESTATE

Being organized creates enduring peace of mind and better financial results. Use the Organizer Software to store important information, so your family knows who to call, what’s involved and where everything can be found, should something happen. Adding information is quick and easy, it simplifies your life and will save your family hundreds of hours.

Learn More

QE Estate Executor Toolkit

SETTLE AN ESTATE

Most executors have no idea how much work they’re in for or where to start. Using our trusted estate settlement software, we move executors from feeling overwhelmed and uncertain to being clear, confident and in control. An easy-to-use roadmap with step-by-step advice and tools make the executor’s job faster and easier, with less risk of conflict. Give it to your executor or use it with aging parents.

Learn More

At death, data in the Estate Organizer flows seamlessly into the Estate Executor toolkit, cutting the time, work and costs of settling an estate by at least 50%.

Pricing & Purchase Inquiries

Your Privacy is our #1 Priority

Privacy and secure data storage are a top priority to protect our users and our business.

Learn More

How prepared are you? Take the test.

How prepared are you and how prepared is your family, should death or disability strike tomorrow?

How prepared are you to act as executor for a loved one should they suddenly pass away?

Take our self-scoring tests below. Give yourself one point for each “yes” and take one point away for each “no” to see where you stand.

If you’re not as prepared as you’d like, learn more about how QuickEstate™ can create enduring peace of mind for you and your family.

Do you have a valid, current Will?
Do you have Continuing Powers of Attorneys for Property and Personal Care?
Does your family know where to find your legal documents?
Have you named an executor, willing and capable of acting?
Have you named a guardian for your dependents, willing and capable of acting?
Have you set up the necessary trusts?
Do you have a list of everyone to contact if something happens?
Do you have a list of what you own, what you owe and where it can be found?
Does a trusted family member have access to key digital log in credentials?
Have you communicated end of life wishes to your family?

Not happy with your score? Use QuickEstate™ to get organized and stay organized.

As executor, do you understand your role and legal responsibilities?
Are you also named as agent under a Power of Attorney?
Do you have copies of their current Will and Powers of Attorney?
Can you act in their jurisdiction?
Do you have basic financial knowledge, computer skills and the time to execute a long list of tasks in a timely manner?
If you had to organize their funeral, do you know their end of life wishes?
Do you have contact details for their other executors, beneficiaries and key advisors?
Do you know where their legal documents are located?
Do you know what they own, what they owe, and where everything can be found?
Do you have current log in credentials for their home, office computers and smart phone?

Not happy with your score? Use QuickEstate™ to get a loved one organized to save yourself countless hours and endless grief, and save the estate tens of thousands of dollars.

Simplify Things for your Family

QuickEstate™ clarifies and simplifies estate settlement. Without all the required information, the executor cannot make informed decisions to effectively and transparently manage the process.

"I begged my husband to talk about his estate. He died suddenly and I’m tidying up a big mess, on top of looking after my kids and my job."

Ann C

Save your family time and money with best in class estate organization and settlement tools.

QuickEstate™ is NOT a Wills kit.

Having a valid Will is the tip of the iceberg in settling an estate; only telling your executor who gets what and when, nothing about how to do the job.

QuickEstate™ is NOT a Wills kit.

Having a valid Will is the tip of the iceberg in settling an estate; only telling your executor who gets what and when, nothing about how to do the job.

Having your affairs in order is the most priceless gift you can leave your family.

Comprehensive Estate Settlement Software For Both the Organizer and Executor Puts Your Family In Control.

Eliminate the biggest challenges facing your executor:

Consequences of not using QuickEstate™:

QE Estate Organizer

ORGANIZE AN ESTATE

QE Estate Executor Toolkit

SETTLE AN ESTATE

At death, data in the Estate Organizer flows seamlessly into the Estate Executor toolkit, cutting the time, work and costs of settling an estate by at least 50%.

Your Privacy is our #1 Priority

How prepared are you? Take the test.

Simplify Things for your Family

"I begged my husband to talk about his estate. He died suddenly and I’m tidying up a big mess, on top of looking after my kids and my job."

Advisors we work with:

CONTACT DETAILS

CONNECT WITH US

Articles

Key Elements of Estate Organization

How to Choose an Estate Executor

Executors: Read This Before you go to a Lawyer

Pricing