Using the Dear Executor™ app, you will quickly compile essential information about your clients will and any codicils, funeral preferences, organ donation choices, useful contacts, assets and liabilities, life policies and trusts, pensions, gifting history, IHT matters and other relevant information.
Once completed, the guide will be instantly uploaded to you by email in Word format, from where you can then review and finalise.
The ten-step guide can then be presented to your client electronically or in the high-quality Dear Executor™ folder (available on request).
Dear Executor™ is only available as a subscription-based service. Download the app now and log in using the credentials provided to you.
- 42.1 MB
- Update Date:
- Delphos Project Services Limited
Safe to Download
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