Hosted planning & handover

The perfect partner for your existing Will.

Solving Handover and Wealth Transfer

Have you ever thought about how your Will ends up in the hands of the person that will need it when you die? Or how they find your assets? Or what they should do next, like who gets invited to a funeral?

We designed our handover services to complement our Wills, before realising we can also help people who already have a Will better plan for their families.

How does it work?

We help you set up your detailed handover planning, and when the time comes deliver it to the right people. But first it starts with a simple Will-review to confirm it is fit for purpose.

Will review, planning & handover

As we stay with you until your Will is handed over, we want to make sure it does what you want it to do. We also want to make sure you have a good plan to go with it, and that the right people can deliver it when something happens.

Introducing the Kinvault®

A secure, digital safety deposit box which includes an address book, asset register and file vault.

Get in touch with us today to make sure that your family is protected and your assets are secure

Call us: +44 (0) 117 302 1888