Then do it yourself. Most advisors may recognize the value of estate organization and the need for estate settlement advice, but very few take the time to provide this service because it’s not what they get paid for. Compliance rules may prevent them for providing meaningful estate settlement assistance.

QE recently began offering direct to client Organizer and Executor Toolkit licenses so that the clients of busy advisors can get the help they need.

Purchase a single file license, populate what you can, then use the “Invite Trusted Individual” feature to give your advisor read-only access to fill in any blanks and to render planning assistance.