Testimonials
After my father passed, the folder Web Dunepath had refreshed six months earlier meant I knew exactly which safe held the hardware wallet and who held the second key share. The process still took effort, but we were not guessing.— Hye-jin M., beneficiary briefing client, Suwon
The annual review is thorough — sometimes uncomfortably so, which is what I wanted. They flagged an outdated exchange contact before it became a problem. Scheduling takes a few weeks, so plan ahead.— Robert K., annual review client since 2022, Seoul
I was sceptical about paying for paper folders when everything is digital. But when my executor opened the binder during probate, she said it was the only document that made sense on the first read. The initial setup took two visits, which felt long at the time but was worth it.— Young-soo C., initial setup client, Yongin
The beneficiary briefing helped my daughter understand she should not expect immediate access to anything. That conversation was awkward but necessary. I wish the session had been available in the evening — the office hours did not suit my schedule.— Margaret L., beneficiary briefing client, Incheon
Case Note: The Han Family Revision
Situation. Mr. Han held three hardware wallets and two exchange accounts. His 2023 folder listed a custodian who had relocated without updating contact details.
Session. During the 2024 annual review, our specialist cross-checked custodian letters against current addresses. The outdated entry was flagged within the first hour.
Outcome. Mr. Han arranged a new custodian letter before leaving the office. The revised folder was couriered to his attorney the following week. No wallet access was required during the session.
Case Note: Executor Activation
Situation. Following a holder’s passing, the executor contacted us with the folder revision date. The folder had been reviewed four months prior.
Session. We provided a one-hour phone orientation explaining section order and custodian contacts. The executor engaged their own probate counsel for legal steps.
Outcome. The executor located all documented materials within two weeks. Web Dunepath’s role was limited to folder orientation; we did not participate in asset transfer.