Problem
Every wealth manager is dealing with dozens of difficult Succession cases every year. And still, most financial institutions are struggling with complex situations such as the death of a client domiciled abroad.

• Relationship managers do not know who is entitled to obtain information about the client relationship.
• Business relies on unclear or outdated legal information from previous Succession cases.
• It is unclear which country-specific legitimating documents involved parties must present.
• Legal teams spend precious budget on clarifying Succession requirements with local lawyers on a case-by-case basis.

Solution
Access up-to-date and verified Succession information and document samples
for 50+ jurisdictions through our easy-to-use Assistant App.

• Learn within seconds who is entitled to obtain information about the client relationship.
• Business and legal teams can rely on verified legal information even for complex succession cases.
• Understand which country-specific legitimating documents involved parties must present and access sample documents.
• Save time and resources by subscribing to a cost-efficient legal service.