Sessions

Location planning consult

A focused conversation that sorts where phrases already live and whether those places remain findable for the people you intend to name.

Person reviewing handwritten notes at a desk
Duration
75 minutes
Format
In-person or video call
Location
Kwai Fong office or remote
Pricing
HK$1,600 per consult
For
People who are unsure whether current hiding places are clear enough for heirs

Purpose

Many households already scattered recovery materials across drawers, bank boxes, and envelopes given to relatives—without a shared map. This consult is the sorting conversation before (or instead of) a full binder build.

Included

  • Review of each place you currently use, described in your own words
  • Flags for places heirs are unlikely to know about (temporary travel bags, office desks, informal verbal-only arrangements)
  • A one-page location sketch you keep, suitable as input for a later binder session
  • Advice on separating the binder’s storage place from the phrase storage places

Excluded

We do not visit bank vaults with you, contact custodians on your behalf, or draft wills. Legal placement of assets remains with your solicitor.

Afterward

Most clients book the inheritance inventory binder within a month. Others stop at the sketch if a single location already covers everything—rare, but we will say so plainly.