Estate planning for every client you advise
A complete estate plan for each client, prepared and registered by Florin under your firm’s name.
Estate planning that is complete, and easy to offer
Every client, wherever they are from
UAE wills registered in Abu Dhabi and Dubai, a will in the client’s home country, and trusts in the UK and the US where one is needed. Your international clients are covered.
The whole process, handled
Florin prepares the documents, arranges the Arabic translation and manages court registration. Independent lawyers are on hand when a client’s position calls for one.
Every document included
No fees per client or per document. Offer estate planning to your whole client base, at a cost you know in advance.
PricingDocuments ready without the wait
Florin reads a client’s existing documents and prepares the new ones as soon as the answers are complete. Your advisors’ time goes on advice.
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.
The business case for estate planning
A service without the headcount
Documents are prepared from wording approved by Florin’s lawyer panel. Your firm adds estate planning without building a legal team.
A fuller view of client wealth
Discovery covers what a client owns with other institutions and in other countries. Your advice has more to work with.
Something of substance for every review
Estate planning gives your advisors a subject that matters to raise with each client, and a reason to return to it as life changes.
Become the firm the whole family knows
An estate plan completes a financial plan. It names the partner, the children, the guardians and the executor, and your advisors come to know each of them.
When wealth passes on, the heirs decide where it is managed. They will already know your firm.
Clients are invited in your firm’s name and reach the service at your firm’s own web address.
View the client experienceSee each client’s estate plan clearly
Florin sets out every plan in plain terms your advisors can talk through with the client. No legal training is needed.
- An estate map of who inherits, who is in charge and who the guardians are
- What the client owns and where, including assets held elsewhere
- Matters outside the plan, such as tax in a home country, and who should deal with each
Each plan moves through four stages: discovery, document preparation, court registration and review. Confirmation, approval and signature are reserved for the client.
Platform overviewSample data for illustration.
Questions from advisory firms
Are our advisors giving legal advice?
No. The advisor helps the client set out their own estate plan, and the client takes every decision.
What does the client pay?
The court fee, [court fee], paid directly to the court. Documents are covered by your firm’s subscription. A lawyer’s fee applies only where a client asks for a lawyer from Florin’s panel.
How long does it take?
Documents are ready as soon as the answers are complete. Registration follows the court’s own timings.
See how Florin would work in your firm
Our team will walk you through a full client case, from discovery to registration.
Book a demo