Product Spotlight: HeirScript Solutions – Tailored Solutions for Cross-Border Families

DTB Wealth Management’s new online will and legal document drafting service

The lowdown. This estate planning service offers bespoke solutions for your specific needs, backed by the CJA (Compétence Juridique Appropriée) accreditation. It covers: 

• Personalised will templates. We create documentation in both French and English that is ready to be authenticated by a notaire. 
• Notary support. A list of recommended notaries in your region, along with the option to search for a bilingual notary if needed.
• Document preparation. We help you prepare the necessary documents for the notary.

Next steps. This is how to proceed – all services are remote for your convenience:

• Complete an introduction form to help us better understand your needs.
• Join us for a complimentary video conference to discuss your estate planning goals.
• When happy to proceed, transfer 40% of the payment upfront, with the remaining balance due after your final verification.

Will templates cost between €500 and €1,000 while the notary search and contact list is €150. Note that we are fully compliant with GDPR regulations to ensure the protection of your personal data.