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Trust and legal

Florin’s commitments, and where each is written.

The client decides

An advisor can start a plan and fill in answers with the client. Only the client confirms the answers, accepts the plan, approves the will and signs.

Where it is written:Who does what

The plan belongs to the client

A client’s answers and documents are theirs. They agree to their advisor’s access when they join, and they can withdraw it at any time.

Where it is written:Client terms

Built with lawyers, checked every time

Every will is drafted from wording Florin’s lawyer panel has approved, so it is precise and consistent from one client to the next. Each one is checked before the client sees it. Florin’s software reads and checks each document. Decisions are taken by the client, and by a lawyer where one is engaged.

Where it is written:How Florin prepares documents

Florin does not sell data

Florin does not sell data about clients, advisors or firms.

Where it is written:Privacy policy

Every entry is on record

Florin records who entered, confirmed and approved what. Each answer shows where it came from.

Where it is written:Platform terms

A firm can leave with its records

When a firm stops using Florin, it takes its records with it. [export and exit terms, to confirm]

Where it is written:Platform terms

Documents

For firms

Platform termsThe agreement between a firm and Florin: seats, fees, service, records and exit.
Version [1.0], [date]
Data processing termsHow Florin handles personal data for firms and banks, and the providers it uses.
Version [1.0], [date]
Security and privacyWhat Florin stores, who can see it and how the client stays in control.
Version [1.0], [date]

For clients

Client termsWhat a client agrees to when they join through their advisor.
Version [1.0], [date]
Privacy policyWhat Florin collects, how it is used and who it is shared with.
Version [1.0], [date]
CookiesThe cookies Florin uses, and what each one is for.
Version [1.0], [date]

How Florin works

Who does whatWho does what at each step, and who is responsible for it.
Version [1.0], [date]
How Florin prepares documentsHow a will is drafted and checked, and where technology is used.
Version [1.0], [date]
Earlier versions

For banks’ security and procurement teams

Florin completes a bank’s security questionnaire in full. Security and privacy sets out what Florin holds and who can access it.

Who is behind Florin

Operates Florin and provides the service
Succession Labs Pte. Ltd.
A Singapore company. UEN 202611549G.
Registered office: 160 Robinson Road, #14-04, Singapore Business Federation Center, Singapore 068914.

Common questions

Who is the agreement with?

With Succession Labs Pte. Ltd., in both cases. A firm signs the Platform terms. A client accepts the Client terms.

Where is data kept?

[where data is stored]

Can records be exported?

A client can download their will and their documents at any time. For a firm’s records: [export and exit terms, to confirm].

How is a complaint raised?

Write to [legal email] with the details. Florin replies within [reply time].