How to Use It?
Your advisor can set up the estate under their license to provide support as you deal with the assets and other financial matters.
If your advisor is not offering this valuable service yet, have them Contact Us.
Or, you can buy your own executor toolkit license and give the advisor access when necessary. Executors pay for QuickEstate™ up front but get reimbursed by the estate. The cost, which equals less than 2 hours of professional executor’s time, is also tax deductible by the estate.
A bargain for the most comprehensive executor tool on the market!
Learn more about executor responsibilities and how to protect yourself against liability.
Add an executor and a beneficiary.
List three assets, two debts, and where they can be found.
Being an executor is a tough job! QuickEstate™ makes it easier.