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
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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, when; nothing about what’s involved or how to do the job.

Settling an estate entails enormous work and responsibility. Family friction and estate litigation almost always arise from poor planning by the deceased and uninformed executors.

QE is a wealth transition tool that keeps you organized, making estate settlement faster, easier and cheaper, with less risk for your loved ones.

If your advisor has not spoken to you about the QuickEstate Wealth Transition Solution, they should!

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.

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.

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!

Leave your family with fond memories, instead of a big mess.

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.
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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.
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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%.

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Your Privacy is our #1 Priority

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

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

Advisors we work with: