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 data for an unlimited number of clients
  • client pays QE directly: prices vary with the complexity of the estate
  • advisor receives up front and trailing compensation, plus access to all the data
  • client receives “My Estate” binder, read-only access to the software, annual updates and full access to the Estate Executor Toolkit when needed

 Do-It-Yourself:

  • advisor purchases a software license for $99/month + tax to view and update client data
  • advisor purchases packages of new estate files as needed, prices depend on volume
  • advisor does all the data gathering and updating work, charging the client for their time
  • client receives “My Estate” binder and read-only access to the software
  • client’s executor purchases the Estate Executor Toolkit when needed
  • to be a successful using DIY, requires an administrator with enough time to gather and update client data

 Sell the Estate Executor Toolkit as a stand-alone tool

  • for clients suddenly finding themselves in the role of executor, with no idea what to do
  • advisor provides badly needed assistance without crossing regulatory lines or spending a ton of time providing advice that they don’t get paid for
  • advisor receives referral compensation and stands a chance of retaining business