Passing things on isn’t just deciding who gets what.
It’s about someone knowing where to start when they need to step into your life.
When a person dies, it’s not just grief that families face. It’s uncertainty. Where are the documents? What accounts existed? When do bills need paying or settling? Who’s the executor, and what exactly are they supposed to do?
Our personalised service, built around the Kinvault handover platform, offers informed support so your family won’t be left to piece things together alone.
Our handover service works hand-in-hand with our estate planning. One covers what should happen. The other helps it actually happen, just as you intended.
What goes in a Kinvault?
Kinvault is a secure digital platform that helps you organise what matters, and hand it over safely when the time comes.
If you’re working with us already
We’ll guide you through how our handover service applies to your circumstances, and help you set your Kinvault up if you choose to use it.
For many of our customers, it’s one of the most valuable parts of the whole plan.
Why a handover matters
We often frame it like this: if someone had to step into your life tomorrow, would they know what to do?
Powered by Kinvault, a comprehensive handover offers insight, not just inheritance. By bringing together everything important in your life, you make estate handover simpler, safer and more complete. It’s all in one place, not missing or scattered across a baffling variety of documents, emails and logins, or recalled conversations from half a decade ago.
In short, it makes sense of your life. Your family, executors and advisers can access the complete picture, which helps avoid delays, guesswork and extra costs. And it means your loved ones feel a sense of continuity as well as peace of mind.