About us

WHY Dear Executor was created

As a financial adviser dealing with, in the main, retired investors it started to become a concern to me how little preparation the vast majority of my clients had done toward organising their paperwork and affairs for when they should eventually pass. Sure, I would have plenty of useful factual information on file that would help but when an executor is thrust into the process of probate, their needs are often far greater than a copy of the will and a list of investments.

 

I canvassed the thoughts of some of my clients and without exception, they all had  concerns about what kind of problems they would be leaving behind but they really didn’t know what they could do about it.

 

Although these concerns are usually personal to their circumstances, it struck me that the solution is always the same. A properly organised and documented record of their estate, paperwork and end of life wishes.

 

Gary Quinn. Managing Director and founder of Dear Executor™

 

  • "Dear Executor is a highly effective estate planning tool that supports the client in their time of need. It successfully enables clients to organise their key documents and financial information. As a result, they feel stronger and more able to deal with such a difficult event in their lives. I have witnessed first-hand how a recently bereaved Widow was supported by the Dear Executor pack. All of the information that she required was clearly presented and easy to find so that she felt more confident in her role as Executor. This made my job much easier as a result." T Jones. Compass Legal Associates

  • “As a holistic financial adviser, when I was first introduced to Dear Executor I immediately could see how this 10-step guide would be very useful for many of my mature clients. I decided to sign up and within the first month I had already completed a dozen packs. The programme is very simple to use. I have benefited from this additional income stream as well as enhancing the added value service I give to my clients. They love it!”

  • “It had been on my mind for some years that my two sons needed to know about various things but since their dad died they wouldn’t talk to me about anything to do with my own mortality. That said, I didn’t really want them to know too much about the extent of my savings either. Not for now anyway. Dear Executor™ gave me the opportunity to document my very personal funeral preferences as well as an inventory of savings and investments, pensions and life policy arrangements, all in one place.”

  • “When we eventually retired and sold our shares in the family business we paid off our mortgage and decided it was time to give the kids a sizeable chunk of the proceeds. We had no further need to employ an accountant but it was a worry to us that HMRC would need proof of these transactions at the time of probate. The Dear Executor pack gave us the platform to properly record everything and retain the documentary evidence.”

  • “Although dad had a Will in place nominating mum as his executor, when he died suddenly she was in no fit state to make sense of his finances. However, between us, we eventually untangled his share dabbling paper trials and account switching. Probate was finally granted and the estate distributed. Mum was then determined not to leave her own affairs in the same mess. Fortunately, she was introduced to the Dear Executor ten step guide which methodically and logically documented her paperwork all in the one place. Mum and I are now comforted to know that her estate will be a lot easier to deal with when she eventually passes.”