- Format
- In-person briefing with folder holder present
- Duration
- 2 hours
- Location
- Web Dunepath office or holder's custodian site
- Pricing
- ₩680,000 per session (up to three beneficiaries)
- Provider
- Documentation specialist
- Preparation
- Current bound folder and beneficiary identification
Purpose
Beneficiaries often discover inheritance folders only after a loss. A briefing session introduces them to the folder structure, explains custodian roles, and sets realistic expectations about timelines and procedures — while the holder is available to answer questions.
What Beneficiaries Learn
- How the folder is organised and where revision dates appear
- Which custodians hold secondary materials and how to contact them
- What the folder does and does not contain (no keys, no phrases)
- Steps to take when the folder must be activated
Boundaries
We explain documentation; we do not provide legal, tax, or investment guidance during briefings. Beneficiaries with complex probate questions should consult their own counsel.