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 contacts

  • secure 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.

such a relief

"…thank you for providing me with my ‘user-manual’ – it is such a relief to have done it with you and the greatest gift that I can give to my family when I’m gone..."

case studies

  • three cloth covered folders fanned out on a table demonstrating how annabel can help you prepare your affairs for legacy planning and peace of mind

    the handover file

    This case study showcases how annabel’s 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 – gives you, and your family, peace of mind.