My Estate Binder

My Estate Binder provides best in class general content to inform executors on most estate topics.

The Estate Executor Toolkit drills down further, to an executor's most important job: managing the money. 

It provides detailed instructions on managing 42 different types of assets and debts, with user-friendly estate accounting and distribution tracking features. It keeps the executor organized and on track with the money and facilitating regular and transparent reporting to beneficiaries. 

Yes!

When you update your estate and personal information on QuickEstate, it is secure and private. We cannot view your information or share it in any way, it is confidential to you, your selected family memebers, and your lawyer when the time comes.

Some do enjoy the added peace of mind that comes with also having a hard copy of their estate information. This is why we offer the My Estate Binder to our clients both as a standalone product, or a compliment to your existing QuickEstate software. My Estate Binder allows you to capture the essential information that your Executor will need to streamline estate settlement. For more information, please see our privacy policy.

For any question below that you can answer "yes" to, award yourself a point:

1. As executor, do you understand your role and legal responsibilities?
2. Are you also named as agent under a Power of Attorney?
3. Do you have copies of their current Will and Powers of Attorney?
4. Can you act in their jurisdiction?
5. Do you have basic financial
   knowledge, computer skills and the time to execute a long list of tasks in a timely manner?
6. If you had to organize their funeral, do you know their end of life wishes?
7. Do you have contact details for their other executors,
   beneficiaries and key advisors?
8. Do you know where their legal documents are located?
9. Do you know what they own, what they owe, and where everything can be found?
10. 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.