ClearHandover

How it works

One place for the whole journey

Information recorded now helps whoever deals with the estate later, rather than everything having to be reconstructed after death.

Start planning

The five stages

  1. 1

    Planning ahead

    Decide what information is worth keeping while it is still easy to obtain.

  2. 2

    Giving

    Record income, normal expenditure, gifts, recipients, gifting plans and supporting evidence.

  3. 3

    After a death

    Work through registration, Tell Us Once, funeral arrangements, notifications and the first estate tasks.

  4. 4

    Probate

    Keep assets, debts, valuations, correspondence, beneficiaries and estate finances organised.

  5. 5

    Estate complete

    Finish with estate accounts and a clear record of how the estate was administered.

ClearHandover helps you organise your information and understand the steps involved. It does not provide legal, tax or financial advice.