Family Briefing Session
A guided meeting where designated heirs walk through your completed inheritance binder and confirm their understanding.
When to Schedule
After your inheritance binder is complete and you want heirs to understand its structure before it is stored. Many clients schedule this session when updating a binder after acquiring new hardware wallets or changing heir designations.
What Happens
Our facilitator walks attendees through each binder section in order. Heirs may ask questions about terminology, storage location, and the sequence of steps they would follow. We document questions raised and your responses in a brief meeting summary appended to the binder.
Attendance
Up to four designated heirs or executors. The binder holder must be present. We do not discuss specific asset values unless you choose to share them during the session.
Preparation
Bring the completed binder and a list of attendees with contact information. Allow 90 minutes; sessions rarely finish early when multiple heirs participate.
Schedule a briefing after your binder delivery or as part of a renewal package.