Succession Record Review

Purpose

Before committing to a full binder, many clients want to understand what they already have and what is missing. This two-hour session reviews your current succession notes — notebooks, spreadsheets, printed records, labeled envelopes — and produces a written gap checklist.

Included

• Review of all offline wallet documentation you bring to the session
• Identification of missing inventory items, unsigned heir designations, or unclear access instructions
• Written checklist delivered within three business days
• Recommendations on whether full binder preparation is warranted

Not Included

We do not correct or rewrite your documents during the session. Legal review of wills or trust instruments is outside our scope.

Booking

Sessions are available Tuesday through Friday. Contact us with your preferred date and a brief description of how many wallet devices you manage.