Being organized creates confidence,
control, peace of mind.

QuickEstate™ helps clients store and update
important and financial information
throughout their lives.

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Having your affairs in order is the most priceless gift you can leave your family

If your affairs are disorganized when you die, settling your estate
can be a never-ending nightmare for your executor.

Challenges for your family if you don’t do this

It will usually take an executor 2 years, or up to 200 hours, to settle a simple estate. Double or triple that time to settle an average estate, worse if the estate is disorganized.

Does the person(s) you’ve named as executor have this kind of spare time on their hands?

Your estate will pay 10‘s of 1,000’s of dollars more in professional fees if your affairs are disorganized and your executor is not prepared.

Experienced estate lawyers now charge $500+ per hour: costs that ramp up exponentially when the estate is disorganized. Litigation is even more expensive.

Accountants usually charge $300+ per hour to prepare date of death and estate tax returns, because they’re complicated: another layer of costs that increase when the estate is disorganized.

Professional executors often charge 6% of the estate value. They will ask your surviving spouse or children to gather and organize all of your information while they ring the till.

Most people name their children as executors: children who are busy with their own careers and families.

While the tasks involved in settling most estates are not difficult, it’s a long task list and one that gets even longer when the estate is disorganized.

A grieving executor, with no idea where to start, quickly becomes overwhelmed. They may procrastinate or make inadvertent errors, for which they can be held personally liable.

After you’ve passed away, family friction is the last thing you want but it’s super common.

Conflict is almost always rooted in poor estate organization and lack of communication with your executor. When the executor is overwhelmed, with no idea where to start and the work is not getting done in a timely manner, the wheels come off very quickly.

How Prepared Am I?

How prepared are and how prepared is your family if disability or death were to strike you tomorrow?

How prepared are you to act as executor for a loved one should they suddenly pass away?

 

Take our self-scoring tests, below. Give yourself 1 point for each “yes” and take 1 point away for each “no” to see where you stand.

If you’re not as prepared as you’d like, ask your advisor how QuickEstate™ creates enduring peace of mind for you and your family.

  • Do you have a valid, current Will?
  • Do you have Continuing Powers of Attorneys for Property and Personal Care?
  • Does your family know where to find your legal documents?
  • Have you named an executor, willing and capable of acting?
  • Have you named a guardian for your dependents, willing and capable of acting?
  • Have you set up the necessary trusts?
  • Do you have a list of everyone to contact if something happens?
  • Do you have a list of what you own, what you owe and where it can be found?
  • Does a trusted family member have access to key digital log in credentials?
  • Have you communicated end of life wishes to your family?

Not happy with your score? Ask your advisor about QuickEstate™ to get organized and stay organized.

  • As executor, do you understand your role and legal responsibilities?
  • Are you also named as agent under a Power of Attorney?
  • Do you have copies of their current Will and Powers of Attorney?
  • Can you act in their jurisdiction?
  • Do you have basic financial knowledge, computer skills and the time to execute a long list of tasks in a timely manner?
  • If you had to organize their funeral, do you know their end of life wishes?
  • Do you have contact details for their other executors, beneficiaries and key advisors?
  • Do you know where their legal documents are located?
  • Do you know what they own, what they owe, and where everything can be found?
  • Do you have current log in credentials for their home, office computers and smart phone?

Not happy with your score? Ask an advisor about QuickEstate™ to get a loved one organized to save yourself countless hours and endless grief and save the estate tens of thousands of dollars.

Choosing An Executor Wisely

At death, data in the Estate Organizer flows seamlessly into the Estate Executor
toolkit, cutting the time, work and costs of settling an estate by at least 50%.

If you’re a client, tell your advisor that getting organized
is important to you and have them contact us.