Safely Storing Important Information

This Digital Estate Planning service enables clients to get their personal, legal and financial affairs in order, to ensure that those closest to them will have access at the time when they need it the most, in the event of their death.

By storing all of a client’s important information and making it available to the right people at the right time, this service helps clients to makes things much easier for their loved ones when they are no longer here.

This service allows clients to:

Organise important information: Store a digital record of important information, such as savings accounts, life insurance and pensions, in one place. It helps clients to keep it up to date and ensure their loved ones have access to it when they need it.

Store memories and messages: It is the little things that often matter most. Clients can leave a video message for their loved ones, so they never have to forget the sound of their voice and will always know how much they care.

Create a legacy: From favourite songs and readings to charitable donations. Difficult decisions are made easier for family members and the service helps them to ensure that their loved one’s send-off is a true celebration of their life.

To find out more about this service, please complete the form and register your interest.

Please complete the form
to register your interest

Why is this important?

Helping your clients to keep their affairs in order is vital.

There is an estimated £70 billion in unclaimed assets in the UK. Working with our expert partner can help you ensure your clients have full visibility and clarity over their financial affairs.

In this digital age, the average person has over 80 online accounts. Our Digital Estate Planning Service can help get your clients organised and ensure nothing, from financial documents to long-lasting memories, is lost or out of reach.

In addition, around 70% of people want to be remembered for the memories they have shared with their loved ones, not their careers or accumulated wealth. Our service can ensure your clients leave a personalised legacy that lasts for generations.

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Supporting Advisers

We work with carefully selected partner organisations to provide advisers with a collaborative, multi-disciplinary approach to estate planning. To strengthen and develop the estate planning element of a business, view our other Partner Services.

Find out more about our other Partner Services