Succession Planning made Simple

We Invite You To An Exclusive "Lunch and Learn" Seminar

An Exclusive Insight into Modern Estate Planning Awaits.

Dear Solicitors,

The legal landscape is ever-evolving. To help you navigate its intricacies, we invite you to a ground-breaking “Lunch and Learn” session on September 14th at Blythswood Hotel in Glasgow..

Delve deep into the future of estate planning, tailored to the needs and challenges of today’s legal professionals.

Date: 14th September

Time: 12 PM – 1:15 PM

Venue: Blythswood Hotel, 1 Blythswood Square, Glasgow G2 4AD

RSVP Now

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 wouldnt 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? Its 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.

Unlock the Power of Holistic Estate Planning with My Executor Box:

  • Streamline Executor Processes:

    Ensure a seamless executor role, minimising potential delays and challenges in the executry process.

  • Address Modern Challenges:

    Equip your practice with tools to adeptly manage digital legacies, ranging from social media to valuable digital assets.

  • Elevate Your Service Offering:

    Stand out by providing a comprehensive solution to safeguard assets, ensuring your clients' legacies remain protected and celebrated.

  • Key Insights to Take Away:

    Strategies to avert asset seizures due to documentation lapses.

    Deep-dive into the realm of digital executor services tailor-made for today's digital era.

    Enhancing client relationships through tailored consultancy and will creation services.

    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

    Limited Seats: Confirm Your Attendance Today!

    "Succession Planning Made Simple" is more than just a seminar—it's a gateway to the next chapter in estate planning. Equip yourself with transformative strategies, enjoy a meal, and depart enriched with actionable insights for your practice.

    Blythswood Seminar

    Register for the Seminar

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