The estate planning platform for advisors and private banks
Florin lets advisory firms, wealth managers and private banks in the UAE offer each client a complete estate plan, prepared and registered under the firm’s own name.
Everything a client’s estate plan needs, in one platform
Discovery and a recommended plan
A structured conversation gives your advisors a full account of the client’s position and ends with a plan the client can accept.
Documents prepared for you
UAE wills, a will in the client’s home country and trusts in the UK and the US, prepared from wording approved by Florin’s lawyer panel.
Translation and court registration, managed
Florin arranges the Arabic translation and manages registration with the courts in Abu Dhabi and Dubai.
A plan that stays current
Registered documents are kept with the plan, and your advisors return to it when a client’s circumstances change.
Where expatriate clients are exposed
A will made in another country may not extend to what a client owns in the UAE.
Without a will on record here, the law determines who inherits, and a court determines who looks after the children.
Clients recognise the need and defer it. An advisor who raises it is what gets it done.
Stronger client relationships and a fuller view of client wealth
The whole family comes to know your firm
An estate plan names the partner, the children, the guardians and the executor. When wealth passes on, they already know your firm.
Assets held elsewhere come into view
Discovery covers what a client owns with other institutions and in other countries.
A service without legal headcount
Florin does the document work and the court work. Your firm adds estate planning without building a legal team.
Built for advisory firms and private banks
Advisory firms and wealth managers
Estate planning for every client you advise, with every document included.
For advisorsPrivate banks
One standard across every relationship manager, with oversight and a security review.
For private banksPricing
Per advisor or for the whole firm, with no fees per client or per document.
View pricing
A client experience under your firm’s name
Your clients are invited in your firm’s name and find their plan already begun by their advisor. They confirm the answers, approve the documents and sign.
View the client experience