annabel
legacy admin
the handover file - all in one place
annabel offers a comprehensive service tailored to gathering an individual’s essential home, legal and financial documents and information critical for legacy planning into a secure document - The Handover File - 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 handover file process
1. the handover file and 2 hour consultation - £500 + VAT
Sharing of the file and familiarisation with its format and discussion around the best practices for collating the required information.
2. document gathering - £55 + VAT per hour (min 4 hours)
Should you require additional support, we can help you to collate The Handover File by offering the following:
information gathering
Expert assistance gathering and collating your essential documents and contactssecure storage
Safeguarding your documents with password-protected digital storage.liaison with professionals
Collaboration with professional advisors for seamless integration.access management
Providing access to authorised individuals and family members as needed.periodic updates
Periodic reviews and updates to ensure your legacy plans stay current.
