The adult children of a retired couple wanted to support their parents in getting their affairs in order as part of their legacy planning. However, discussing such personal and sensitive matters within the family can often be an emotional and awkward endeavour. 

Recognising that an experienced, impartial administrator could ease the process, they approached annabel for support. By following our established methodology for gathering the essential information required for effective legacy planning, we provided a comprehensive, practical service, sparing the family from the emotional strain these conversations can sometimes create.

Our role was to guide the process of gathering and organising critical information in a clear, structured way. Given the highly personal nature of the details involved, this required a thoughtful, empathetic approach to ensure the clients felt comfortable and supported throughout.

We used The Handover File, our in-house tool designed from years of experience working with private clients and professional advisors. This step-by-step framework allowed us to work systematically through key prompts and considerations, ensuring nothing important was overlooked.

By working with annabel, the family benefited from a neutral, professional service that allowed space for the thoughtful recording of critical information, without the emotional complexities that can sometimes arise when involving family members directly.

In just two sessions, annabel completed the process and delivered The Handover File to the parents.

The Handover File brought together every aspect of the couple’s affairs into one secure, password-protected document, including key contacts, personal wishes, a full breakdown of assets, and useful household administration notes. Everything they needed was captured in one place, giving both the couple and their family peace of mind and easy access to the essential information required when the time comes.