Client stories
Evidence from binder sessions and briefings—specific places, awkward conversations, and the occasional unfinished detail.
“We already had three different hiding places. The binder session forced us to write which child opens which box—and that alone stopped a long argument.”— Mei L., Mid-Levels · Inheritance inventory binder
“I expected a lecture about metal plates. Instead we spent an hour deciding whether the solicitor-held envelope should even appear on the same tab as the home safe. Dry work, but useful.”— Adrian T., Sai Ying Pun · Location planning consult
“The consult was useful, though I wish we had booked the heir briefing sooner. My brother still needed a second explanation of the solicitor-held plate.”— Daniel K., Kowloon Tong · Location planning + heir briefing
“Refresh visit took less time than finding parking at Metroplaza. We swapped two cards after moving the fire safe and reprinted the cover letter with my daughter’s married name.”— Helen P., Tsuen Wan · Binder refresh
Extended note — the drawer that was never labeled
A couple in Tai Po arrived with four hardware wallets and a single shared notebook. Three phrases lived in a bank box; the fourth sat in a kitchen drawer “temporarily” for nineteen months. During mapping, neither spouse agreed who had told the adult son about the drawer. The binder session put the bank box under a joint custodian card and moved the kitchen phrase—by their own hands, after we left the room—into a labeled home safe. The son later attended an heir briefing and said the tab names finally matched the places he had half-heard about at dinner. The open question that remains is whether they will refresh the binder when a fifth wallet arrives; they left that card blank on purpose.
Extended note — briefing across time zones
An owner in Kwai Chung booked a remote heir briefing for a daughter in Vancouver. We mailed nothing sensitive; the daughter received only a photocopy of the index pages the owner chose to share. The call clarified that “Unit B locker” meant a specific club lockbox, not the building management office. One mild friction: the daughter wanted the PIN pattern for the lockbox written in the binder. We refused that addition; the owner instead recorded who holds the PIN envelope. The briefing ended with a short list of solicitor contacts rather than any phrase content—which frustrated the daughter slightly, and which the owner later said was the point.