Organize and Execute on Your Parents' Estate.
Organize and Strategize on your Own Estate
Organize. Strategize. Execute.
Organize
Wzee represents an organized approach to understanding what lays ahead as family members get older. Wzee starts with the Executor process and presents a highly defined approach to making the estate closure process as transparent and smooth as possible, resulting in a better experience for the family and all participants. Wzee pairs the newest technologies with real life experience to present a concise reporting process to the family. The idea is to take a stressful, time intensive process and streamline it to ease the workload on the family and executor all while encouraging family participation.
Strategize
Wzee represents an intuitive and educative tool for Executors, Prospective Executors, or just concerned family members. Wzee looks at "Elder Care" and "Estate" matters from the family perspective. Wzee looks ahead to ease the burden of the process.
At the same time Wzee is meant to provoke an “oh, my” message to the executor and families as to the expenses faced by both the current matriarch/patriarch and immediate family members. The costs associated with aging are substantial. Wzee makes is easy to build scenarios and plan for both the immediate future and beyond.
Execute
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Executor Guide
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Step by Step Planning
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Strategy & Organization
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Simple but detailed Participant Information gathering
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Automatic Family Tree building
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Calendar events and tasks
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Document auto-fill
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​Document storage
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​Asset and Liability loading and analysis
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​Budgeting and Cash-Flow Forecasting, ranging from current activity to end of life
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​State-Specific workflow and regulatory process​
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​Encrypted Family Chat Function
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"Fingertip Control"
Who We Are
We are a small team of Finance professionals, advisors and programmers who have come together to design and deliver a website to help families who want a platform to kickstart their estate planning at whatever stage they find themselves in. We are starting with the Executor process as that is usually the most time-sensitive and requires the highest concentration on detail. Our backgrounds in Foreign Exchange dealing ingrained upon us the need for attention to detail.
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Moving forward, we want to highlight the need to look into the future and plan for the eventualities of aging. All family members would benefit from some sort of plan, whether that be budgeting, savings or insurance.
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We are designing this product to enhance family participation and communication. Group chats, building the Family Tree and "organic verification" of participants are three examples of our process.
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We invite you to take the site for a test drive to see how it breaks down the processes of estate planning through and including the execution of final estate.
What does "Wzee" mean?
The URL Wzee.net originated as a desire to pay respect to the Kenyan developers who have coded the operational and made the whole business possible. The Swahili word for elders is “Wazee”. Thanks guys.