Sessions

Binder refresh visit

An update pass for households that already keep an inheritance inventory binder and need new wallets, moved safes, or changed custodians recorded.

Open book with soft window light
Duration
90 minutes
Format
In-person
Location
Kwai Fong office or your home in Hong Kong
Pricing
HK$2,200 per visit
For
Clients with an existing binder from us, or a comparable paper index they can bring

When to refresh

Move a safe, change a solicitor, add a new hardware wallet, or rename who holds a spare vault key—and the binder drifts out of date. A refresh visit reopens the tabs, replaces stale cards, and reprints the heir cover letter if names changed.

Included

  • Review of every existing card against your verbal updates
  • New or revised location cards for up to four changes
  • Re-assembly of tabs if sections grew crowded
  • Optional photo-free checklist for annual self-audits you run at home

Bring

The current binder (or a clear scan of its index pages if you prefer not to travel with it—discussed on booking). Still leave seed phrases elsewhere.