Handover protocol: deliver the right file to the right person, at the right time.

Preparing a file is a good start. Planning how it is handed over, to whom, and under what conditions is what prevents delays and misuse.

THE PROBLEM

Without a protocol, the handover becomes a risk

“Who is entitled to receive what?”
“When does it get triggered?”
“How do you avoid handing it over too early or too broadly?”
“What if the trusted person changes?”

What we identify with you

1) Authorized recipients

proposed liquidator, representative, family caregivers, professional (according to your choices)

2) Trigger conditions

event (e.g., death, incapacity, personal decision)
validation (who confirms the event, if required)

3) Content delivered (by levels)

“essential” level (contacts, index, access)
“complete” level (inventory, documents, consolidated index)
exclusions (what must never be handed over without conditions)

4) Handover modalities

channel, access, proof of handover, and appropriate security measures

Deliverable: a clear protocol and a review plan

Handover protocol (recipients, triggers, content levels, modalities)
Review plan (e.g., annual review: “Is this still the right person?”)

Important: the handover is not a legal act in itself

The protocol organizes the transfer of information.
If legal acts are required (e.g., a protection mandate, a will, etc.), they must meet the applicable requirements and be handled within the appropriate framework (professional, separate mandate).