Estate planning for every private banking client
A complete estate plan for each client, prepared and registered by Florin under the bank’s name, to one standard across every team.
A wealth team lead’s view. Sample data for illustration.
A complete service, consistent across the bank
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. An international client base is covered.
The whole process, handled
Florin prepares the documents, arranges the Arabic translation and manages court registration. Your relationship managers stay with the client.
One standard for every relationship manager
The same questions, the same stages and the same record, whichever relationship manager the client sits with.
The bank’s name throughout
Clients are invited by the bank and reach the service at the bank’s own web address, with the bank’s logo on every screen.
Where the bank’s 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. A relationship manager who raises it is what gets it done.
The business case for the bank
Relationships that pass to the next generation
When wealth passes on, the heirs decide where it is held. An estate plan is how they come to know the bank first.
A view of wealth held elsewhere
Discovery covers what a client owns with other institutions and in other countries. Your relationship managers see the whole position.
A service without legal headcount
Documents are prepared from wording approved by Florin’s lawyer panel. Independent lawyers are on hand when a client’s position calls for one.
Oversight of every plan, across every team
One list of every plan
Each plan with its relationship manager, its stage and what it is waiting on.
Access defined by role
Relationship managers see their own clients. Team leads see every plan. Compliance has a read-only record of who entered, confirmed and approved each item, without the client’s answers or documents.
A security review before any client is invited
The bank’s security team reviews Florin first.
[Security documents to confirm]Security and privacy
Confirmation, approval and signature are reserved for the client.
Begin with a pilot
A defined group of relationship managers and their clients, over [pilot length], after the bank’s security review. The bank has a named contact at Florin throughout.
Pricing is agreed with the bank.
Questions from banks
Are our relationship managers giving legal advice?
No. The relationship manager helps the client set out their own estate plan, and the client takes every decision.
Which company is the bank’s agreement with?
Succession Labs Pte. Ltd., a Singapore company.
See how Florin would work in your bank
Our team will walk you through a full client case, from discovery to registration.
Speak to our team