Capture Important Information
Who needs to be called: family members, professional advisors, service providers? Where are my legal documents: Will, Power of Attorney, life insurance, land titles? What do I own, what do I owe and where is everything?
QuickEstate is NOT a Wills kit, nor is it a substitute for legal or professional advice, but it does make the process of organizing these aspects of your estate much easier.
Everyone’s estate is different. QuickEstate™ covers 43 different types of assets and debts. Once the data is inputted, it’s quick and easy to update.
A Better Wealth Transfer Strategy
How to Use It
QuickEstate™ is best used in collaboration with your advisors, as you build an estate.
An advisor can set you up under their license and give you access to update your information. If your advisor is not offering this valuable service yet, have them Contact Us.
Or, buy your own license and give your advisor access to add and update information.