Annual Inheritance Review Folder Session
Verify every sheet in your bound folder, update wallet records, and sign off the current revision during a full-day session.
Each session produces or refreshes a bound folder your executor and beneficiaries can follow without reconstructing your holdings from memory.
Verify every sheet in your bound folder, update wallet records, and sign off the current revision during a full-day session.
Help your beneficiaries understand the folder before they need it — structure, contacts, and what to expect.
We interview, catalogue your wallets and custodians, and produce the first bound inheritance folder for your estate.
All sessions take place by appointment at our Yongin office or at a custodian location you designate. We do not hold private keys, manage wallets, or execute transactions on your behalf.