What problems can QuickEstate™ help me solve?

July 30th, 2018

Being an advisor today is tough! QE helps solve these problems:

differentiating yourself in a commoditized industry
securing client relationships against competitors
driving higher revenues per client
landing new clients is time consuming and expensive
becoming the client’s “most trusted advisor” is harder than it looks
reluctance of clients to fully disclose information prevents you […]

How much does QuickEstate™ cost? What does my client get and what do I get?

July 30th, 2018

Client collected in QE is super valuable, but most advisors don’t have time to do the work, so we offer 2 options to get clients organized and keep them organized:
Concierge Service:

advisor purchases a software license for $99/month + tax to view and update client data
advisor partners with QE to gather and update […]

If I use the DIY option, how much can I charge for QuickEstate™?

July 30th, 2018

Industry and firm guidelines may dictate what you can charge.

How much to charge for your time and your assistant’s time varies. Most advisors charge a per estate file fee of at least $1,500, with discounted rates for couples. Other advisors wrap the cost of QE into a client’s annual fee or charge for their time […]

How do I incorporate QuickEstate™ into my practice?

July 30th, 2018

Before selling you a license, we need to confirm a fit with your practice. You’ll receive a consult with CEO & Founder, Melissa Best MBA, CFA, TEP, an advisor for over 30 years who has walked many miles in your shoes.

To create a win/win for clients and advisors, we invest the time to help you […]

What’s in “My Estate” Binder?

July 30th, 2018

QE is a digital application, but most clients want hard copies of their data and other useful estate information. “My Estate” binder contains:

Advisor and executor contact details
Acknowledgement of Receipt of Binder Form, Transition of Data Authorization Form
“Choosing an Executor Wisely” Information
QE Reports: Testator Details, Contacts, Document Locator, Estate Inventory
Digital Asset […]

Contact Us to Learn More and Discuss a Fit with Your Practice

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