Successio: Asystent Spadkowy

Successio: Probate Assistant is a versatile mobile application that serves both individual users and professionals such as lawyers and insurance agents. This innovative platform offers comprehensive support in managing inheritance matters, enabling more effective customer service in the area of ​​succession.

👉Successio is the first application in Poland supporting the inheritance planning process!

For individual users, Successio enables easy inheritance management, identifying potential heirs, creating wills, securing the interests of loved ones and managing personal finances in the context of future inheritance. The application also provides alternative inheritance scenarios that may better suit individual needs than standard legal solutions.

In the "Professional" version, Successio becomes an invaluable tool for lawyers and insurance agents. The application enables efficient checking of statutory inheritance for clients, supports the preparation of succession plans and offers support in matters of securing the interests of the family and personal finances of clients. Thanks to "Successio", professionals can boldly discuss the issue of succession with their clients, offering services that have not been within their reach before.

Successio is a mobile application that is revolutionizing the way lawyers and insurance agents serve their clients in the field of succession. This intuitive platform allows you to easily check the client's statutory inheritance, prepare a detailed succession plan and advise on securing the interests of the family and personal finances. It also enables succession discussions to be undertaken with greater certainty, while offering new services that may have previously gone beyond the standard offering. Thanks to the function of calculating shares in the inheritance and compulsory share and the ability to select alternative inheritance scenarios, "Successio" provides comprehensive support in every succession situation. In addition, the application allows you to educate clients on a case-by-case basis, and its mobility ensures that professionals always have access to the necessary tools and information.

Successio: Inheritance Assistant also allows you to calculate shares in the inheritance and compulsory share, select an appropriate inheritance scenario together with the client, and provide precise feedback on the client's succession situation. Educating clients on specific cases becomes simpler and more effective.

Successio is an application also designed for individual users who want to effectively manage their inheritance and ensure the safety of their family. With Successio you can easily check who is entitled to inherit from you or a loved one, and write a will yourself, using available templates. The app also allows you to understand how to best protect the interests of your loved ones in the event of your death and check whether your interests are adequately protected if something happens to your loved one.

Features of the Successio application: Probate Assistant:

✔️ Creating an inheritance scenario or selecting from the scenario database
✔️ Checking statutory inheritance
✔️ Hints of alternative scenarios
✔️ Will templates
✔️ Creating scenario databases
✔️ Insights into legal articles
✔️ Saving documentation to PDF
✔️ Customer service representative

Download the app today and experience the convenience and security that Successio offers.