It is a secure digital estate information hub, and one of the flagship features of the Ai Wills platform. It lets your clients organise and store the important information their executors will need, centralising an estate in one place so families face far less administrative burden later on.

Clients can record property details, bank accounts, savings, investments, pensions, insurance policies, utility providers, digital assets, valuable possessions, liabilities, key contacts, funeral wishes and the location of important documents, giving executors a complete picture in one secure place.

When someone dies, executors often spend weeks tracking down accounts, policies and paperwork. By capturing all of it in advance, the Executor Toolbox reduces that burden dramatically, so families spend less time searching and more time on what matters.

The Toolbox gives clients a reason to stay engaged with your brand long after their Will is written. That ongoing relationship supports retention, opens the door to recurring revenue, and keeps your firm front of mind for future estate planning and probate needs.

Yes. Like the rest of the platform, the Executor Toolbox is fully white-label. It carries your branding and sits on your domain, so clients see it as part of the service your firm provides.

It sits alongside your Wills, LPA and probate offerings and shares the same integrated CRM. That means you can prompt clients to keep their Toolbox up to date through automated email, SMS and WhatsApp reminders, turning a one-off Will sale into a lasting client relationship.