The "Succession" module allows to

  • prepare key wishes and guidelines for the preparation of a document with an accredited person
  • summarize the contents of the legal documents, once established
  • record the places of deposit and date of issue of the various legal documents
  • publish a set of PDF documents detailing the assets, liabilities and contractual relationships

 

The tabs available in the "Succession" module are

  • Passport
  • Addresses
  • Health
  • Finance and legal
  • Executor
  • Personal guardian
  • Property guardian
  • Furniture
  • Valuables
  • Notepad
  • Report

 

For detailed information, please download the user's guide:

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