Family Wallet Inventory Consultation
A two-session engagement to catalogue offline wallets, paper certificates, and custody locations into a steward-ready written inventory.
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Inheritance Readiness Review
A single-session audit of your existing records to identify gaps before you commission a full inventory or meet with legal counsel.
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Steward Workshop for Extended Families
A group session for up to six family members on reading an inventory, respecting custody boundaries, and scheduling annual reviews.
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