Purpose
Many stewards have partial lists—spreadsheets, bank letters, or wallet labels—but lack a coherent picture heirs could follow. The readiness review identifies missing custody notes, undocumented locations, and records that contradict each other.
Included
- Review of materials you bring (folders, spreadsheets, photos of labelled storage)
- Gap report with prioritized recommendations
- Guidance on what to prepare before a full inventory session or attorney meeting
Not included
Full inventory drafting, legal document preparation, or ongoing monitoring. If gaps are substantial, we recommend the Family Wallet Inventory Consultation.
Typical clients
Adult children helping aging parents organize records, or primary stewards who inherited partial documentation and need a structured starting point.