Melissa Best Mba, Cfa, Tep Email & Phone Number

At QuickEstate, we make estate organization and settlement faster, easier, and cheaper, with less risk for clients of financial advisors, accountants and lawyers, disrupting an inefficient and unprofitable business. After 30 years of managing money for high net worth individuals, estates, trusts and non-profit organizations with some of Canada's top firms, Melissa retired to do something different in 2012. Over her many years in working with estates, Melissa witnessed how frustrating and time consuming the job of an executor can be. Most executors have no idea what they are getting into in terms of the amount of work and responsibility. Melissa saw that the use of technology in a do-it-yourself world could reduce the process of settling an estate into a series of simple steps to clarify and simplify the process, making the executor's job easier, saving time and money for the beneficiaries. Melissa and her team have created a new online software application called QuickEstate that makes the job of an executor faster, easier and cheaper, with less risk. QuickEstate can be used by individuals and financial advisors for estate organization and execution.

Listed skills include Portfolio Management, Investments, Investment Management, Strategic Planning, and 24 others.