Peace of Mind Proposition
Clients whose financial and legal affairs are in order enjoy enormous peace of mind.
They work more effectively with investment advisors, life insurance professionals, accountants, lawyers and bankers, putting themselves on track to a bigger financial future. They also pay lower professional fees along the way.
Clients procrastinate: they won’t organize themselves! Advisors who provide this simple, high value service put themselves in the “most trusted advisor” position to deliver better results and increase share of wallet.
Most clients name family members as executors, with no idea how much work and responsibility is involved. Your client’s executor is doing them a huge favor!
The simplest estates take at least 2 years to settle. It costs tens of thousands of dollars more in legal and accounting fees when the executor has no idea where to start.
QuickEstate makes executors informed decision makers, saving hundreds of hours and thousands of dollars in professional fees, putting more money in beneficiaries hands sooner, reducing family friction and litigation.
Benefits for Financial Advisors
Deepen relationships by creating enduring peace of mind.
Uncover gaps and opportunities to reduce risk.
Accelerate simplification and consolidation.
Deliver comprehensive long-term solutions.
Happy clients refer family members and friends.
Retain business when clients pass away.
Increase value and reduce risk on the sale of your book.