Dear Executor
Free
1.4for iPhone, iPad
Age Rating
Dear Executor スクリーンショット
About Dear Executor
Estate practitioners and financial advisors…. Dear Executor™ is the ten-step guide to your client’s estate, signposting the executor to all the facts, figures and information they need to tackle probate.
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.
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.
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最新バージョン 1.4 の更新情報
Last updated on 2019年01月05日
旧バージョン
Various minor improvements and expanded support for single sign-on via popular enterprise identity services.
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Version History
1.4
2018年10月25日
Various minor improvements and expanded support for single sign-on via popular enterprise identity services.
Dear Executor FAQ
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iPhone
iPad