Purpose
Before committing to a full binder, some families want to understand what they have and what is missing. The documentation review is a structured audit of your existing paper files.
What We Examine
- Property registry completeness
- Insurance policy currency
- Vehicle registration status
- Bullion or collectible purchase documentation
- Gaps between what you believe you own and what appears on paper
Deliverable
A written gap report listing found documents, missing items, and recommended next steps — whether that means a binder session, a visit to the district office, or a conversation with your existing advisor.