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.

Internet Security 

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.

Contact Details

 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.

Account Numbers

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.

Security Protocols

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.

Server Security

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

User Responsibilities

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]