Voices from recent sessions
My father kept deed folders in two locations and never told us which bank held the safety deposit box key. The inventory session listed both without opening anything we were not ready to share. The written map alone saved weeks of searching.
— Soo-yeon L., Gangnam, Family Wallet Inventory Consultation
I appreciated that Min-seo never pushed us to reveal seed phrases. She recorded that a wallet existed and who held the recovery envelope. Our lawyer said that was exactly what he needed to start the estate conversation.
— Daniel R., expatriate steward, Songpa-gu
The workshop was useful for my sisters, though one sibling still prefers to let the primary steward handle updates alone. Having a shared handout meant we argued less about what "organized" means.
— Young-ho M., steward workshop with three siblings
Extended case note: the Han household
Situation: After their mother’s stroke, two brothers discovered conflicting spreadsheets listing bullion certificates and an old hardware wallet neither had seen.
Our work: A readiness review identified three undocumented locations. We then completed a full inventory over two sessions, with one brother attending the second session and the other receiving a recorded workshop summary.
Outcome: The family presented a single binder to their attorney. Transfer discussions began within a month instead of stalling on discovery. Valuation and tax treatment remained with their accountant; our scope ended at documented custody.
Timeline: Readiness review in March; inventory completed in April; attorney meeting in May.
Reservation noted: The brothers wished we had been available for a home visit in Incheon without the travel surcharge; they understood the fee but found it steep for a single crossing.
What clients often ask afterward
Most families schedule an annual update session twelve months later. Others touch base only when they acquire new offline holdings or change custody. We send a reminder postcard; booking remains optional.