An idea whose time has come.

Technology disrupts estate organization and settlement to create a win/win for advisors and their clients.

The QuickEstate™ Team

QuickEstate™ was founded by Melissa Best MBA, CFA, TEP, who spent 32 years managing
money for high net worth clients, including estates and trusts, at Canada’s top firms.

The QuickEstate™ team has over 100 years of combined experience in financial
product and software development.

Legal oversight is provided by leading estates and intellectual property lawyers in Canada
and the United States.

The Inspiration Behind QuickEstate™

QuickEstate™ was created to service an aging demographic: baby boomers finding themselves
in the role of executor, with no idea how to proceed, no time to do the work, and no wish
to squander the hard saved assets of a loved one.

Helping clients get organized and stay organized is so simple, yet so valuable.

Our “Estate Organization for Life” solution is a win for professional advisors,
clients and their families.

QuickEstate’s Corporate Culture

The cornerstones of our culture are to put the needs of our clients first and to consistently
deliver value with integrity and professionalism.

QuickEstate™ is not a loss leader to sell other higher margin products. There is no conflict
of interest between QuickEstate™ and the needs of advisors and their clients.

Contact Us