QuickEstate™ Security Protocols
QuickEstate™ takes the privacy and security of client data very seriously and has implemented a set of practices and technologies to protect our clients and ourselves.
With the news of large government and corporate databases being hacked, internet security is a valid concern for anyone using online tools. No one can guarantee the security of online data, however, using common sense and best practices go a long way to minimizing risk.
What information does QuickEstate™ collect?
QuickEstate™ only collects information that will streamline the settlement of your estate. How much detail you wish to provide is up to you.
What beneﬁts your executor the most is having immediate access to general information: who needs to be contacted, where legal documents can be found, what you own, what you owe and where assets and debts can be found.
Personal Identification Numbers
QuickEstate™ does not store personal identiﬁcation numbers, such as social insurance numbers, driver’s license numbers, passports or passwords. Our system is secure enough to store these numbers, but most people, including us, are not comfortable storing them online.
What beneﬁts your executor the most is having immediate access to these numbers. We recommend that they are recorded oﬄine, in the “My Estate” binder, which we provide.
QuickEstate™ allows you to store contact details on everyone who needs to be contacted if you pass away: executors, beneﬁciaries, professional advisors and regular service providers.
What beneﬁts your executor the most is immediately knowing who’s involved and how to reach them. QuickEstate™ collects ﬁrst names, last names, and telephone numbers; email and mailing addresses are optional.
QuickEstate™ does not allow for the uploading of copies of conﬁdential documents. We simply take inventory of your legal documents and where they can be found.
What beneﬁts your executor the most is knowing where to ﬁnd the originals because when the time comes, they will need originals; copies will not suﬃce for probate and estate administration purposes.
QuickEstate™ DOES NOT collect complete account numbers for assets and debts; only the last four digits. We do not collect transit numbers, SWIFT codes or other conﬁdential details.
What beneﬁts your executor the most is knowing where the asset or debt is located. There’s no need for QuickEstate™ to store complete account details because your executor will have access to hard copies or digital copies of your statements containing this information.
Even with a statement in hand, ﬁnancial institutions and government agencies will not give your executor account information nor allow them to take action without a probated Will, original death certiﬁcate and other documents that protect the estate and themselves.
Account Balances and Cost Bases
Market values, cost bases on assets and outstanding debt balances can be stored in QuickEstate™, but only if you wish to do so.
Market values change daily, and debt values ﬂuctuate. Your executor will have to collect exact market values, cost bases and outstanding debt balances at your date of death. How much of this detail to store today is up to you.
If your ﬁnancial advisor is using QuickEstate™ as an estate planning tool, they will require more speciﬁcs. If you don’t want these values showing on the reports we provide in “My Estate” binder, which may be accessible to family members, you can leave them out
What beneﬁts your executor the most is having accurate cost based on your assets. Tracking down costs bases after someone passes away is one of the most time consuming and painful jobs of an executor, It also creates extra work for the accountant and signiﬁcantly increases the estate accounting bill.
QE Trust Officers
We put QE Trust Oﬃcers through rigorous background checks and give them extensive training before allowing them to work with clients.
QE Trust Oﬃcers must sign legal contracts that include comprehensive conﬁdentiality and privacy protocols with clear legal responsibility for any breach.
Neither QuickEstate™ nor QE Trust Oﬃcers is in the business of selling ﬁnancial products, so there is no conﬂict of interest. Our sole purpose is to gather data to make the eventual settlement of your estate faster, easier and cheaper, with less risk.
Deleting my data
With 30 days’ notice, clients may stop paying the annual data storage and updating fee. QuickEstate™ will send the client ﬁnal printouts of our reports and conﬁrm that their data has been permanently deleted, at no charge.
To protect our client’s conﬁdential information and our own security, QuickEstate™ developers use best practice security protocols when doing ongoing maintenance and developing new features.
Our security protocols are audited, down to the code level, at least once a year and more frequently when we’ve made enhancements to the application. Our security auditors include reputable providers in Canada and the US.
Our servers are hosted by Amazon Web Services (AWS).
- Security: AWS is physically secure 7 days a week, 24 hours a day, 365 days a
- Reliability: AWS’s uptime is approximately 99.99%, preventing
- Controlled Access: Server access is restricted and only available on an “as needed”
- Upgrades: Security patches are regularly upgraded to protect against new
- Data Protection & Back-up: User data is backed-up hourly to prevent loss of
- SSL Certiﬁcates: Secure Sockets Layer certiﬁcates are like encrypted locks that prevent hackers from intercepting data. SSL encryption algorithms scramble your data into unintelligible gobbledygook until it safely reaches its destination. If the connection between a QE Trust Oﬃcer’s computer and our servers were to be compromised by a hacker, they would not be able to make sense of the data.
- Internal and External Auditing: Our team continuously audits the software for gaps, identifying new protocols to the security and eﬃciency of our technology stack. We retain external auditors to evaluate security, eﬃciency and
Anyone going online bears responsibility for their own privacy and security. Here are some basic tips for reducing risk:
- Keep user IDs and passwords safe and secure and regularly change
- Choose custom passwords that are obscure, diﬃcult to guess, with a mix of upper and lower-case letters, special characters and
- Do not share your log in credentials with anyone other than a trusted
- Do not store passwords in easily accessible ﬁles on your computer or cell
- Install virus protection, ﬁrewalls and anti-spyware on your
- QuickEstate™ sends very few general emails to clients. Do not respond to emails from addresses that may look similar to QuickEstate™ but contains strange numeric characters or a design inconsistent with our own. If in doubt, do not open the email and contact us immediately.
- Close internet browsers immediately after use to prevent unwanted intruders from getting into your computer. Hackers constantly scan for open browsers on personal computers to gain
- Update manufacturers’ software when asked to. Many of these updates include new and improved security
- Do not input conﬁdential information, that could put you at risk, in emails or
- Do not input conﬁdential information on unsecured computers in public places such as internet cafés, libraries, and
If you have security concerns or if you see anything that doesn’t look quite right, contact us immediately at 1-888-808-8005 or email [email protected]