QuickEstate

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Estate Organizer Tutorial

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Help Center for Organizers

Can the app be used on mobile devices?

No need to complete every field

Quick Start Pop Up Box

Delete your Estate

Security of Data

Differences between the Organizer and Executor Toolkit

Transitioning to the Estate Executor Toolkit

General Instructions

Overview Map

Personal Details

Who needs to be called if something happens to me?

Notify Executor

Sharing your estate information with your executor and others

Invite Trusted Individuals to View Your Organizer File

QE Contacts

Where can my original legal documents be found?

QE Documents

What’s involved in my estate?

Assets

Debts

Summary of Assets & Debts

QuickEstate™ for Spouses/Partners with Joint Assets or Joint Debts

Preview Estate Executor

QE Inventory

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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