Succession Planning made Simple

A secure online platform to store all your financial information.

Assisting both you and your executor with your estate when the time comes.

Get Peace of Mind Today

Wouldn't it be good to tell your family members and executors "If anything happens to me, just visit My Executor Box."

By opening your Executor Box, you can give your next of kin and beneficiaries peace of mind when handling your affairs.

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Why open an Executor Box?

Save your loved ones from the strain of searching for all the components of your estate. Get prepared.

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More efficient transfer of assets

Estate dealt with more quickly

Lower legal costs

Simplify the executor’s role

Store your important documents

A life Remembered

Testimonials

My Executor Box is innovation which is overdue in our modern online world and it will really help clients, executors and solicitors deliver a quicker more efficient executry service when required.

My husband has recently suffered serious ill health and at one point we thought we were going to lose him. Thankfully, he is now on the road to recovery. Kenny has always been the financial person in our relationship and I wouldn’t know where to begin if things had gone wrong. At the very least My Executor Box gives me the assurance I would know where our money is.

Our executor is our former retired financial adviser and he has recommended My Executor Box to ensure both we and him know what savings and investments we have and where to find them.

As I have got older my thoughts have turned to the question, would my family really know where all my money is if anything happened to me? It’s been a real concern. As a former banker I can see the need for a solution and I believe My Executor Box could be the answer.

Give your Executors a Platform

By using My Executor Box you can give your executors a map to find all the details required to process your estate.

  • For You

    A simple secure online platform to ensure your loved ones receive the monies you intend for them in an increasingly complex digital age

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  • For Executors

    Help your executors carry out their duties by providing the information and tools they need to deal with your estate quickly and efficiently

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  • For Power of Attorney

    Provide your Power of Attorney with the financial information they need to manage your finances when required.

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  • For Solicitors

    Provide your solicitors with the information they require to deal with your estate quickly and efficiently to get your wishes carried out

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