Estate Preparation
A good will assumes someone will find it, understand it and act on it. Estate Preparation is the organising layer that makes sure they can \u2014 and that the family already knows what to expect.
Overview
You have a will. You may even have a trust, powers of attorney and an advance care directive. But if your family cannot find your assets, cannot access your accounts, has not had the conversation, and has never met your executor — the documents alone will not protect them.
We do not replace your estate lawyer. We do the work that makes their work effective.
Where We Help
Every asset documented, verified and indexed for executors.
A clear, practical handover document for the person who will act.
Advance care directives, funeral wishes and the small things that matter.
Online accounts, devices, passwords and crypto holdings handled properly.
Conversations and briefings so beneficiaries are not blindsided.
Your lawyer, accountant and our team — coordinated, not duplicated.
A current and complete asset register. Verified valuations on significant items. A list of advisers, accounts and online assets. Documented wishes for collections, vehicles and personal effects. A digital legacy plan and password vault. Pre-arranged conversations with your executor. A briefing for your spouse and adult children. Care directives, organ donation and funeral wishes recorded clearly.
If you have an estate lawyer, we coordinate with them and provide the structured information they need. If you do not, we make trusted introductions. Either way, the legal documents are theirs to draft — and ours to make sure the family can actually use.
For estates with operating businesses, multiple properties, classic vehicles, art or international assets, we coordinate a multi-discipline approach — bringing the right specialists in at the right time.
Common Questions
No. We are not a law firm. We coordinate with your estate lawyer and prepare the organisational layer that legal documents depend on.
A will tells your executor who gets what. It does not tell them where to find it, what it is worth, who holds the key, or how to access the digital accounts. That is the gap we close.
All documents are stored in your encrypted Legacy Vault. Access is granted only to people you nominate, at the times you specify.
Next Step
A private consultation to scope the right preparation engagement for your family.
Book a Private Consultation