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Why Use Wzee?

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Wzee represents a unique approach to making this difficult process as transparent and smooth as possible, resulting in a better experience for the Executor and participants. Wzee pairs the newest technologies with real life experiences to provide an efficient process for the Executor.  The idea is to take a stressful, time intensive process and streamline it in order to ease the workload of the executor while encouraging family participation.  Wzee will provide the platform for a fair and amicable dissolution of the estate. 

The platform was developed as a result of the desire to organize a market fragmented by different state rules and laws, geographically and economically diverse families and the multiple needs of a single executor.  The other aspect of Wzee worth highlighting is the focus on the ease with which the executor will be able to source both regional legal documentation and help.  Wzee has done extensive research of regional legal documentation and sites in order to streamline document gathering and reporting responsibilities.

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Benefits of using Wzee:

  1. Plants the seed for planning ahead: executing a will, writing out an instruction letter, thinking through the health, financial and family requirements of the later stages of life.

  2. Up-to-date document downloads. No risk of downloading and populating an out-of-date document that may be rejected by the courts.

  3. All participant information is driven by inputs into the Wzee state of the art onboarding process.

    1. All participants are verified by both the family and externally. This practically eliminates to possibility of outside hacking.

    2. Allows for autofill of all subsequent documents. Speeds the process of populating court documents.

    3. Automatically registers participants in encrypted chat platform for ease of secure, internal communication.

    4. State-specific requirements and guidelines are generated through the registration process. There is no need to sort through country-wide tables for various rules, regulations and documents.

  4. Interactive calendar function keeps the family up to date on important dates and topics.

  5. Direct access to trades people and estate liquidators to ensure the estate remains intact and generates the highest possible valuation for the estate assets.

 

Wzee offers “Fingertip” control of all functions via web and mobile connectivity.

 

The top driving forces behind Wzee are:

  1. Utilizing the newest technologies to modernize a paper bound and complex process

  2. Lower the time and cost of fulfilling the role of an executor.

  3. Improving communication amongst heirs.

  4. Better understanding of the family financial situation via the use of the Wzee financial engine.

  5. Having a clear understanding of the timeline via the interactive calendar.

  6. Providing clear asset valuation estimates, for both tax reasons and ultimate asset disbursement and liquidation.

  7. Bringing geographically diverse family members together by utilizing technically advanced communication, calendar, financial and auction systems to settle estates as efficiently as possible.

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