My Executor Box

Features My Executor Box

The My Executor Box app is a service provided by Executor Services Limited and powered by moneyinfo that gives you a complete picture of your financial life.
Think of it as your digital financial filing cabinet.
All of your investments, savings, pensions, insurances, banking, credit cards and property can be tracked together with all of the associated paperwork.One place for everything financial.
Here’s a few of the things the My Executor Box app can help you with – • From a single investment to an extensive investment portfolio; the My Executor Box app makes it simple to understand how your investments are doing with daily valuations, share and fund prices.
• You can share information with your executors to allow them access to your finances when required• It provides an up to date record of your finances for both now and in the future• Tracking your property value against the Land Registry price index and storing all of your important documents, including your insurance certificates against the property to which they relate.
Simplifying finding the information when you need it most• Having all of your financial information in one place.
Not only providing you with peace of mind, but imagine if something were to happen to you… Wouldn’t it be nice to know that all of your financial information would be accessible to your partner, dependants and executors?The My Executor Box app makes understanding and keeping track of your money both easy and safe.The My Executor Box app is available to everyone and is especially helpful to solicitors clients who have made a will.
Member solicitors clients receive a 10% discount off the monthly subscription.