Complete Succession Briefing File

Who This Briefing File Is For

This service suits individuals who want a single, authoritative reference for their trusted family representative. You may be preparing proactively, responding to a recent health concern, or updating records after a major life event such as property purchase or retirement.

The result is a labelled binder your representative can open without needing to interpret scattered notes or search through email archives.

What the Binder Contains

Your complete succession briefing file typically includes:

• Wallet and account inventory — A typed list of every bank account, investment account, insurance policy, and safety deposit box, with institution names, branch locations, and account holder details.
• Access instructions — Written guidance on where keys, cards, and authentication devices are stored, with photographs of labelled envelopes or lockboxes.
• Contact directory — Direct numbers for relationship managers, insurance agents, property managers, and any professionals already involved in your affairs.
• Representative action sequence — A step-by-step guide for the first 72 hours, the first two weeks, and ongoing responsibilities, written in plain language.
• Document copies — Certified or plain copies of wills, property deeds, vehicle registrations, and membership documents, filed in numbered sleeves.

What Is Excluded

We do not provide legal advice, tax planning, or investment recommendations. We do not hold passwords to online banking portals or execute any financial transactions. If your situation requires a qualified attorney or certified tax adviser, we will note that in your file and provide space for their contact details.

How We Work Together

1. Initial consultation — You share what records you currently have. We identify gaps and agree on scope.
2. Collection sessions — You bring documents, keys, and statements. We photograph, catalogue, and draft inventory pages.
3. Draft review — You read every section and correct inaccuracies before anything is bound.
4. Representative handover — Optional orientation session where your designated contact walks through the binder with our facilitator present.
5. Annual update reminder — We send a postcard reminder to review your file after significant life changes.

Preparation Before Your First Session

Gather any existing folders, bank books, insurance certificates, and a list of people your representative should contact. You do not need everything organised — that is our job. Allow approximately ninety minutes for the first meeting.

Next Step

Request a scope assessment to receive a written estimate based on the number of accounts, properties, and access items to document.