Individual Pricing
Purchase a single estate file license, input your own data, then give your advisor and executor access
QuickEstate Pricing
Test DriveOrganizer
See how getting organized and staying organized is quick and easy with our digital tool
FREE
2 free contacts
2 free legal documents
3 free assets & 2 free debts
2 free Organizer articles
Start getting organized now!
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My Estate
Binder
Looking for a hardcopy resource to get started with your estate organization? Look no further!
$125+ tax & shipping
Store your digital passwords in hard copy
Access QuickEstate reports and pages of useful information
Executor Information:
Quick start instructions, top 10 to do's and not to do's, QE best practices, QE library. & QE glossary of terms
Provide hardcopy notes to your family, and notes to your executor
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CompleteOrganizer
Achieve peace of mind and generate better financial results or help a loved one get organized
$99+ tax
8+ contact types
10+ legal document types
20+ assets & debts
Complete Organizer Library
*May be tax deductible
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Test DriveExecutor
Being an executor is an big responsibility; learn about your role in advance to save time
FREE
2 free contacts
2 free legal documents
3 free assets & 2 free debts
2 free Executor articles
Perfect if you want to learn about your role as an executor.
Try for Free
CompleteExecutor
Executor Roadmap, Task Lists, Accounting System, Distribution Tracker, Admin Templates
$499+ tax
Unlimited contacts
Unlimited legal documents
Unlimited assets & debts
*Paid by the executor, chargeable back to the estate.
*Tax deductible expense of the estate.
*Tax deductible expense of the estate.
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Organizer +Executor
Get organized and pre-pay for the Executor to ensure a seamless transition for your family
$549+ tax
Unlimited contacts
Unlimited legal documents
Unlimited assets & debts
Complete Organizer & Executor Library
*May be tax deductible.
*Pre-paid by the organizer, making it easier for your family.
*Equals less than 2 hours of a lawyer, trust company or accountant's time.
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