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 Passwords Template
• QE Security Protocols
• End of Life Wishes Information
• Notes to My Family, Notes to My Executor
• Executor Information:
  • Quick Start Instructions
  • First Things First: Top 10 To Do’s & Top 10 Not To Do’s
  • Best Practices: Legal Responsibility and Good Governance
  • QE Library (55 pages of useful information)
  • QE Glossary (120 estate and trust terms)
  • Client’s Own Document tabs: Power of Attorney, Personal Directive, Will, Life Insurance Policy, Corporate, and Other Documents

Additional copies of “My Estate” binder are available at extra cost.