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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.
For solicitors and their clients
All your clients vital estate information organised on a secure, digital platform with shared access when required
We help firms modernise their estate planning services - with a secure, digital-first platform that can be fully white-labelled under your brand.
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Approved by The Law Society of Scotland
Award Winning Platform for Security
Alan Wardrop, Founder & CEO
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What is My Executor Box?
My Executor Box is a secure, digital platform
that solicitor firms can offer to clients as part of
their estate planning service.
It provides clients with one central, online
location to upload and organise key documents –
including wills, account details, insurance
policies, social media passwords, and personal wishes.
Everything is stored securely, and easily
accessed by executors or loved ones when
needed.
Tried and tested by UKsolicitors
My Executor Box benefits all parties
Benefits to clients
More efficient transfer of informationAssets are not lost or forgotten meaning a more efficient transfer of assetsProbate and Confirmation achieved quicker with no search for assetsEstate settled more quicklyExecutors have all the information they require when neededClients ensure beneficiaries receive their full inheritanceStorage facility for wills and other important documentsBenefits to firm
A firm branded, dedicated, executor box platform powered by My Executor BoxConsidered a forward thinking law firm at the forefront of technology advancement in estate planningA competitive edge for you compared to other legal firmsEasier and more efficient use of your timeAssets recorded properly without searching for documentsAchieve probate and confirmation quicker and easierRegular client engagement opportunitiesAn efficient and quicker sharing of essential informationClient responsibility to update and maintain up to date informationA 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.
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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 modern, personalised experience
Would you like to know more about having your own firms executor box?
Alternatively, email us at info@myexecutorbox.co.uk
