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Executor Services Limited and My Executor Box

A secure online platform for your clients to store all their financial information and much more.

Would you like to help your clients and offer a unique service which separates you from your competitors ?

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How it Works

For Solicitors

  • 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

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For Accountants

  • 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

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For Financial Advisers

  • 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

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Recommended by Solicitors

Recommended by Will Writers