annabel
legacy admin
ensuring everything is in one place
annabel offers a comprehensive service tailored to gathering an individual’s essential legal and financial documents and information critical for legacy planning, giving you and your family peace of mind.
A digital or paper file for your trusted people to access
A comprehensive breakdown of your assets and household administration
Key contacts, digital legacy and personal wishes
the legacy gathering process
1. initial consultation
Understanding your legacy planning goals and preferences.
2. document gathering
Collection of essential documents, both physical and digital.
3. secure storage
Safeguarding your documents with password-protected digital storage.
4. liaison with professionals
Collaboration with professional advisors for seamless integration.
5. access management
Providing access to authorised individuals and family members as needed.
6. regular updates
Periodic reviews and updates to ensure your legacy plans stay current.
