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 up on the Estate Organizer or to clients who find themselves in the role of executor, starting from scratch. Advisor compensation is optional on sales of the Estate Executor Toolkit.

The executor pays an up-front cost and a small annual fee for data storage and software upgrades until the estate is settled. The executor is reimbursed for the cost of QuickEstate™ by the estate and the estate can use the cost as a tax-deductible expense.

The cost of QuickEstate™ is a fraction of what professional executors charge.