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.