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.
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.