My Executor Box

For Solicitors & their Clients

All your clients vital estate information organised on a secure,
digital platform with shared access when required

Approved by The Law Society of Scotland

Award Winning Platform for Security

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.

Partner James W Craig

Solicitor and Senior Partner, Archibald Sharp Solicitors

Benefits for your clients

  • More efficient transfer of information
  • Assets are not lost or forgotten meaning a more efficient transfer of assets
  • Probate and Confirmation achieved quicker with no search for assets
  • Estate settled more quickly
  • Executors have all the information they require when needed
  • Clients ensure beneficiaries receive their full inheritance
  • Storage facility for wills and other important documents

Benefits for your firm

  • A firm branded, dedicated, executor box platform powered by My Executor Box

  • Considered a forward thinking law firm at the forefront of technology advancement in estate planning

  • A competitive edge for you compared to other legal firms

  • Easier and more efficient use of your time

  • Assets recorded properly without searching for documents

  • Achieve probate and confirmation quicker and easier

  • Regular client engagement opportunities

  • An efficient and quicker sharing of essential information

  • Client responsibility to update and maintain up to date information

  • A management overview facility when required

Using My Executor Box

My Executor Box is a simple and easy to use platform to set up and keep up to date.

  • Create meaningful relationships for your business

    An ongoing touch-point to help you engage clients, and their family, on planning opportunities throughout their lifetime. Contact info@myexecutorbox.co.uk for more information.

  • Peace of mind for your clients.

    Help clients to easily organise their affairs in one secure place, accessible to them and their family for when they need it most.

  • Increased Efficiency

    With access to My Executor Box an executor and solicitor have the tools and information to carry out their responsibilities quickly and efficiently

Want to support your clients?

Get in touch and we can talk you through how we can help you further support your clients.

Offer clients a personalised experience

Would you like to know more about having your own firms executor box?

Alternatively, email us at info@myexecutorbox.co.uk