When families book this
After a primary steward completes an inventory—or when several siblings share custody responsibilities and need a common vocabulary for discussing offline holdings without conflict.
Workshop outline
- How inventory documents are structured and where updates live
- Roles: steward, heir, and professional advisors
- Walkthrough of a sample inventory (anonymized case study)
- Scheduling annual review and what triggers an update
- Q&A with boundaries: we explain documentation practices, not legal outcomes
Capacity and materials
Maximum six participants. We provide printed handouts and a take-home review calendar. Video recording is available on request for absent family members.
Booking
Specify participant count and whether any attendees need Korean-language materials alongside English. Workshops run on Saturday mornings twice monthly.