Inheritance and Estate Planning
Help your clients to manage their inheritance plans and capture their digital legacies
Safe4 provides a completely secure facility for your clients to store their wills, LPAs, trusts, and other vital inheritance documents, as well as a wide variety of other information that makes up the digital legacy we are all creating every day. A properly constructed inheritance vault will mean much faster probate, as well as radically reducing the risk of failing to discover financial assets that may add to the value of the estate. It will also provide an effective facility for preserving treasured memories for your clients’ families and loved ones.
Recent News
Major upgrade for Safe425/01/2024 - 4:34 pm- MI5 warns of massive intellectual property theft19/10/2023 - 12:17 pm
- Updated look and feel for Safe4 – new upload options02/08/2023 - 10:02 am
- Risk of using email for the transfer of confidential information21/07/2023 - 1:22 pm
- Enhanced User Experience for Safe405/07/2023 - 11:53 am