Estate Executor Toolkit
The Estate Executor Toolkit is a best in class product consisting of a roadmap, comprehensive, step-by-step advice, and all the tools needed to make an executor’s job faster, easier and cheaper, with less risk.
If a client who passes away is already set up on the Estate Organizer, their data flows seamlessly into the Estate Executor Toolkit, for immediate use by their executor.
Advisors can also provide the Estate Executor Toolkit as a standalone solution for clients named as executor for someone the advisor has no relationship with. The advisor can provide badly needed assistance in an efficient, profitable manner.
Why not Hire a Professional Executor?
The cost of the Estate Executor Toolkit is a tiny fraction of what professional executors charge: $300 – $800 per hour to carry out simple admin work. The executor is reimbursed for the cost of QuickEstate™ by the estate and the estate can use it as a tax-deductible expense. The cost of QuickEstate™ is a fraction of what professional executors charge.
A common complaint by named executors who have hired a professional to do the work is, “It would have been faster, easier and cheaper if I’d done it myself.” Why? Because even when a professional is involved, the named executor, usually a family member, still has to do most of the legwork throughout the process.
There is no substitute for an experienced estate lawyer to file a probate application or to provide legal advice on contentious issues. But QuickEstate’s user friendly system is a much faster and cheaper alternative for most other estate administration tasks.
No other product provides user-friendly tools for doing the executor’s most important job: managing the estate’s money. No other product provides as much useful information to reduce executor risk.