Executor Services
Would you like to help your clients and offer a unique service which separates you from your competitors ?
An opportunity to regularly engage with your clients
Ensure clients wills are kept up to date
Wills stored for ease of access
Executors linked to accounts with opportunity to engage with executors as potential new clients
Ensure an efficient transfer of assets and information when required
Speed up the probate / confirmation process for beneficiaries
Increase fee’s
Increase new customers
Help record assets for Lasting Powers of Attorney and estate planning
An opportunity to engage with your customers
Identify client’s net worth and tax issues
Give your clients a platform to record their assets in case of an emergency
Provide a level of service to validate Consumer Duty issues
Identify financial advice opportunities
Clients can establish their net worth and consider tax implications and seek advice