Estate Organizer Tutorial
Cheat Sheet for Estate Organizer Clients
Estate Executor Toolkit Tutorial
These instructions assume that the executor is using a Toolkit that has not been pre-populated. If the deceased used our Estate Organizer, much of the data gathering work will already have been done, however, the onus is on the executor to verify that any pre-populated data is accurate and complete. Either way, the workflows don’t change.
General Questions about the App
Populating Data
Probate
Working with Advisors
What QE does NOT do
Using the QuickEstate Application
Security and Confidentiality
Wills
Answers to the many questions related to Wills
Executor Fees
Executor Liability