The whole estate plan, handled in one place
Florin gives advisory firms and private banks one platform for discovery, document preparation, court registration and ongoing review, under the firm’s own name.
Discovery that gives your advisors a full account of the client’s position
Discovery covers what the client owns with other institutions and in other countries, and concludes with a recommended plan.
An estate plan sets out who inherits, who is in charge of carrying it out and who looks after the children.
A structured conversation in six topics
A recommended plan with a reason for each part
Matters outside the plan are identified
Sample data for illustration.
Florin prepares the documents, so your firm does not draft them
The advisor begins from what the firm already holds, and the client confirms and completes the rest.
Sample data for illustration.
Florin reads the client’s existing documents
The advisor can add a fact find or an existing will. Florin fills in the answers it finds and shows the source of each.
The client confirms and completes the answers
Every answer the advisor entered is shown to the client to confirm or amend.
Prepared from wording approved by Florin’s lawyer panel
Documents are checked before the client sees them and are ready as soon as the answers are complete.
An independent lawyer where a client’s position calls for one
A lawyer from Florin’s panel is available for a consultation, a review or work beyond the documents Florin prepares. The lawyer’s fee is confirmed before any work begins.
Translation and court registration, managed by Florin
Once the client has approved the will, Florin manages translation and submission to the court. The client signs, pays the court fee and attends a short video appointment.
Registration with the courts in Abu Dhabi and Dubai
Florin arranges the Arabic translation and manages the submission. Courts set their own timings.
The court fee is paid directly to the court
The fee is [court fee].
A registered copy kept with the plan
At the appointment a notary confirms the document with the client. Florin keeps the registered copy in the client’s documents.
A plan your advisors return to when the client’s circumstances change
After registration the plan remains in one place, open to the client at any time and to your advisors for as long as the client allows.
An estate map of who inherits and who is in charge
Review when circumstances change
Sample data for illustration.
Clear responsibilities at every stage
Advisor
Holds the discovery conversation and starts the plan from what the firm already knows. Sees each plan through to registration.
Client
Adds the remaining answers and can change any of them. Pays the court fee and attends the video appointment.
Florin
Prepares the recommended plan and the documents, arranges translation and manages court registration.
Confirmation, approval and signature are reserved for the client.
Safeguards built into every plan
A record of who entered each answer
The advisor, the client or a file the advisor added. The source is shown beside each answer, to both advisor and client.
Advisor access by client consent
The client agrees to the advisor’s access on joining, and can withdraw it at any time.
A flag where the advisor or the firm is named in a will
Where either is named, the plan flags it. [Who sees the flag, to confirm]
Cross-border capability for international clients
Florin covers the UAE and, where a client’s position requires it, the client’s home country.
A UAE will
Sets out who inherits and who is in charge. Guardians for children are named within it.
Matching wills for a couple
One for each partner, prepared together.
A will in a home country
In the UK or another home country, where a client’s position requires one.
Trusts
In the UK and the US, where a client’s position requires one.
Foundations
Coming soonCourt registration
ADJD and ADGM in Abu Dhabi, and Dubai Courts through a private notary.
Implemented across your firm
Every advisor follows one process, with defined roles and a record of every plan. Firms join by invitation, after a demonstration, and each has a named contact at Florin.
Roles for your team
The firm adds its advisors. Each advisor starts and manages the plans of their own clients.
The firm’s own client page
Clients reach the service at the firm’s own web address, under the firm’s name.
Oversight of every plan
Every plan in the firm appears in one list, with the stage it has reached.
Sample data for illustration.