June 11, 2020

Estate Management

We’ve talked about estate planning in terms of your Will, tax and insurance planning. A simple but critical element, often overlooked, is estate organization.
Should something unforeseen happen, having a complete list of who and what’s involved in your estate is a total game changer for your family.
Being organized improves results as you build an estate and, on your death, it will save your family/executor hundreds of hours, save your estate thousands of dollars in legal and accounting fees.
We recommend using QuickEstate’s Estate Organizer software to record and update details on who needs to be contacts, locations of important legal documents, what you own, what you owe and where it can be found.


Learn more at QuickEstate.com

Kristie Ulrich, CPA, CA, TEP
(403) 328-1718

E-mail: [email protected]