As soon as you "Final Save" your ExecutorNotes, the information and attachments are stored in a secure server which is in "the Cloud." A PDF is created and sent to you and your designated trusted contacts. 

Your data is not available or viewable by anyone in the ExecutorNotes/Prodigm organization. Our customer service representatives can only re-send your most recent version of ExecutorNotes to your email address. They cannot see any ExecutorNotes details, only your name and the email that you used when you purchased ExecutorNotes, plus notes about your previous service requests. 

Our customer service representatives cannot download any of your details or responses.

All of your data is stored securely in the Zoho Cloud. It is encrypted at rest and in any transfer process. It is multiply backed up and of course you also have your PDF copy and the originals of any attachments on your computer or phone.

We send you a copy of your latest ExecutorNotes PDF every six months to your registered email address, just in case you forget that you have the information, and to see if you need to update any of the information as time passes.

 You can find out more about the Zoho Cloud security in this link: https://www.zoho.com/trust.html

Please do not click on Final Save without checking that your responses are complete. As soon as you click Final Save, the responses are made into a PDF and emailed to your designated contacts, and also to you. To update the document and re-save and re-distribute the PDF to your designated contacts, you will purchase an amendment process, which will be 30% off purchase price. The discount code and a link to the payment page is included in your Confirmation of Distribution email.

As many times as you need; however, we will remind you after a week, then every month, that it has not been completed.

You will receive a personalized link to the online form in your email. Through this link you can fill out the ExecutorNotes form.

Within 2 hours of your purchase confirmation.

As long as you need. We suggest that you complete it within a month so that you can remember what you have already done. Until you Final Save the document, you will not be sent the PDF, and the PDF will not be distributed to your designated contacts.

If you are incapable of completing the form yourself, you can dictate your wishes to a trusted helper to submit. You should specify your own email to be used to ensure that your wishes are your actual requirements.

The documents that you attach will be available in a download link in the PDF.

Your responses will be saved in our system indefinitely, attached to your contact record, after your completion and Final Save of ExecutorNotes.

Yes, you can email us at anytime to request that we send you another copy of your most recent ExecutorNotes PDF.

support@executornotes.com

Yes, we will also keep your previous response PDF.

It is not legally binding in the way that your Will is; however, if there are some aspects of ExecutorNotes that you want to include in your Will, we suggest that you add those elements to your Will. ExecutorNotes is primarily to communicate information to your Executor and make it easier to sort out your affairs. It is complementary to your Will and deals with practicalities that your Will does not.

Zoho is an online business system for storing information and for providing Cloud-based systems capabilities. It currently has over 60 million users world-wide. It is a privately held company.

Prodigm Inc is an Incorporated company licensed in Ontario, Canada in 1992. Prodigm has been an authorized Zoho Partner since 2011. Prodigm has completed a large number of projects for a variety of customer requirements in the Insurance, Investment and Association management environment and completed many custom developments, for hundreds of Canadian and US businesses.

No. You can of course add any of the specific elements of Executor Notes into your Will. A Will is legal if signed by you and witnessed by two people who are not beneficiaries of the Will.

You can view the topics available in ExecutorNotes at www.ExecutorNotes.com/Topic-list

You can nominate anyone who you believe will be able to perform the executor duties.

You can specify anyone as a contact to receive your ExecutorNotes or you can send them your PDF copy directly by email at any time.

The easiest way is to use a google search for your preferred method. For example “Funeral Home Ontario Aquamation” will show you funeral homes in your locale that can offer that option.

You may attach any documents that you think will be valuable for your executor or use Zoho Vault to secure any important documents. We believe this is the most secure form of communication; however, some people may have concerns about security and prefer to tell the executor where to find these documents. It is your choice.

The Zoho storage process is exceptionally secure. It is equivalent to the best bank security. You can find out more in this link: https://www.zoho.com/trust.html

Our customer service people can see your previous ExecutorNotes responses; however, they are not authorized to change them for you. 

If you have completed ExecutorNotes and have received a PDF copy of your responses, you will have a PDF copy in your old email. If your email changes, you can send us an email at Support@executornotes.com, quoting your previous email address. We will contact you and ask you some security questions to resend your PDF copy to your new email and amend your email address on your Account.

Not right now, but we have plans for a Canadian French version shortly. 

We accept Visa, MasterCard and American Express. 

To save a partially completed form, press Save Draft which is available in the top right corner of each form page, do not just exit!

57 Questions

There are no refunds, but if you have any issues with ExecutorNotes please contact us at Support@executornotes.com