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 […]

What does QuickEstate™ cost me and what does my client pay?

July 30th, 2018

Estate Organizer
Advisors must subscribe for a software license at $99/month + tax then purchase estate organizer files as needed, starting at $300 per file, with volume discounts on 11 or more files.

Organizer clients do not pay QuickEstate™; they pay the advisor for their time.

Estate Executor Toolkit
Advisors can sell it to executors of clients already set […]

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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