QuickEstate™ was founded by Melissa Best MBA, CFA, TEP, who spent thirty-two years managing money for high net worth clients, including estates and trusts, at Canada’s top firms.
The QuickEstate™ team has over one hundred 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 serve an aging demographic: baby boomers grappling with wealth transition for aging parents and themselves, not wanting to squander hard earned and hard saved assets.
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.