Who Attends
This session works best when two generations sit together — typically parents and adult children who will eventually manage the household’s offline records.
What We Cover
- Inventory of known offline holdings
- Identification of custodians (who holds which keys, passwords to physical safes, power of attorney documents)
- Discussion of where the completed binder will be stored
- Written summary distributed to all participants after the session
What We Do Not Provide
We are document specialists, not attorneys. We do not draft wills, advise on tax implications, or recommend specific inheritance structures. We ensure everyone in the room knows what exists on paper and where to find it.