How it works
Following our easy to use program you will quickly gather factual information about your client’s Will, their funeral and organ donation preferences, assets and liabilities, life polices and trusts, pensions, gifting history, and any IHT planning they have undertaken. Equally important, the names of useful professional contacts who can help (including yourself of course!) and other personal matters of importance to the client.
Once finished, you will then present the completed guide together with any related documents to your client in the premium Dear Executor™ branded organiser.
The process
- Log in to the program using the credentials provided to you
- Follow the easy to use, step by step process to prepare your client’s executor guide
- Once finished, upload the final document to your PC or device in Word or PDF format
- Review and Finalise.
- Print the document for presentation in the premium Dear Executor™ branded organiser.