For Financial Advisors

Help clients achieve better results as they build estates and provide invaluable assistance when families need it the most.

A New Category of Financial Advice

With an aging population and the enormous wealth transfer, comes a new category of financial advice: Wealth Transition Planning. Wealth transition planning is when advisors help clients organize their most important financial, legal and contact information before tragedy strikes. At death, advisors can provide invaluable assistance to grieving families, on a compliant and efficient basis.

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.

Implementation Guide for Financial Advisors
"QE has made it easy to add significant value to my estate organization and wealth distribution process; one of the most overlooked and neglected areas of financial life planning." - R. Lachine CFP, Ontario
5/5
"QE has opened up a tremendous new revenue stream and helped us meet the children of clients who will be the eventual benefactors of their parents wealth." - D. Sommerville CFP, Ontario
5/5