Do you need an Estate Bible?

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News article

Do you need an Estate Bible?

February 2016

estate management

Do you want to see all the information about your estate in one place?

A simple assembly of facts and information in an easy to understand format, the Estate Bible brings together key information relating to your property interests into a single document.

The Estate Bible combines historic records, the estate terrier, financial accounts and key legal documents with supporting plans and photographs to give a full overview of the diversity of an estate. From let farms and cottages, in-hand property, holidays lets and house openings, the Estate Bible outlines the details of ownership, together with the aims and aspirations for the Estate.

So often when a new advisor is appointed, they inevitably see just a snapshot of an Estate depending on their discipline. It takes considerable time for them to navigate their way around, but the Estate Bible is an opportunity to present the Estate as a whole; increasing awareness of issues and improving the understanding of opportunities and challenges from the beginning.

The Estate Bible can be made available to key individuals and advisors such as trustees, accountants, solicitors and insurers to ensure they are up to date and enabling them to work together as a team for the good of the client or estate giving cohesive advice.

Once compiled the document can be continually reviewed and updated depending on the level of detail required to provide current financial information and letting details.

Available for use in both paper and electronic form, the Estate Bible should be the primary data source for an Estate providing an invaluable tool to those who do not have on the ground, day to day exposure. Technology is currently being developed to allow joint access to information through a sharepoint arrangement.

For further information, contact Yan Gittins on 01905 459422 or email him here

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