Initial inquiry
You describe household size, known offline holdings, and urgency via our contact form or phone. We respond within two business days with session options and a scoped fee estimate—not a generic brochure.
Scope confirmation
Before session one, we send a short scope sheet listing what we will document and what remains outside our remit (legal advice, valuations, trading). You confirm or adjust.
Session one — discovery
At our Songpa office or your home, we record holdings you choose to disclose, custody locations, and access constraints. No seed phrases or private keys on-site.
Draft inventory
We produce a structured written document within five business days. Encrypted email delivery is standard; printed binders ship for full consultation clients.
Session two — review
We walk through the draft with you and optional heirs. Revisions are incorporated live. You leave with a steward-ready record.
Annual rhythm
We remind you twelve months later. Update sessions are shorter and priced separately. Many families align updates with tax season preparation.
Offline reference tool
Some stewards keep a local offline tracker on their home computer alongside the binder. Our listing on the Microsoft Store uses the same category headings as our consultation documents.
Available on the Microsoft Store