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If something happens to me, how does my executor access my QE information?

Maddie avatar
Written by Maddie
Updated over 4 years ago

Your executor or advisor calls QE. After the executor (or the advisor) provides us with documentation verifying your death and identifying them as your bona fide executor, we will transition the data in your Organizer file to the Estate Executor Toolkit and give them access.

If you have not pre-paid for the Estate Executor Toolkit, your executor will need to purchase it at the current price. The cost is chargeable back to the estate, so your executor pays nothing, and is tax deductible by the estate, further reducing the price.

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