Having your affairs in order is the most priceless gift you can leave your family.
Advisors focus on wealth building and spending. Few address retired clients’ biggest worry: wealth transition.
If your affairs are disorganized when you die, settling your estate can be a never-ending nightmare for your executor.
Work with your advisor or do it yourself, but just do it!
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
QE Estate Executor Toolkit
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, ask your advisor 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? Ask your advisor about 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? Ask an advisor about QuickEstate™ to get a loved one organized to save yourself countless hours and endless grief and save the estate tens of thousands of dollars.