Get started
Begin with what exists, before deciding what to change
Every engagement starts the same way: a structural read of the estate as it actually stands today. What comes after that is your call, and it is easier to make once the gaps have names.
Engagement paths
Three ways in, each one complete on its own
Each path stands alone. Assessment does not obligate implementation, and implementation does not obligate stewardship. Pricing is fixed and published before the work begins.
Assessment
Fixed fee · Three weeks
A structural read of what exists today.
Every asset located, every structure checked for funding, every instrument dated. You receive the same open-items page the portal renders, with an owner and a date beside each one.
- Complete asset and entity inventory
- Funding-status check on every structure
- Document register with review dates
- Written open-items report
Suits
A family that suspects there are gaps and wants them named.
Implementation
Fixed fee · Six to ten weeks
The estate loaded into FLOS and running.
Everything in the assessment, plus the live portal: scoped access for the family and the professional team, the distribution waterfall modelled, and the coordination surface active across all five seats.
- Everything in Assessment
- Live portal, scoped per person
- Distribution waterfall modelled end to end
- Professional team onboarded
- Family walkthrough session
Suits
A family ready to move from a binder to a system.
Stewardship
Annual · Ongoing
The record kept current, year over year.
Ongoing maintenance of the layer that always drifts. Valuations refreshed, review windows tracked, open items chased to closure, and the annual family session that keeps the next generation prepared rather than surprised.
- Everything in Implementation
- Quarterly record refresh
- Review-window tracking and escalation
- Annual family session
- Professional team coordination
Suits
A family that has seen what a stale record costs.
What onboarding looks like
Five steps, and you do very little of the work
The most common reason a family postpones this is the belief that they have to organize everything before they can begin. The opposite is true. Disorganization is the input.
Intake conversation
Week oneOne hour. What exists, who is involved, and what has been worrying you. No documents needed yet.
Document gather
Weeks one to threeWe collect from your existing professionals directly, with your authorization. You are not asked to become the file clerk for your own estate.
Structural read
Weeks three to fiveEvery asset located and valued, every structure checked against what it actually holds, every instrument dated.
The record goes live
Weeks five to eightYour estate in the portal, scoped per person. The professional team gets its access in the same week.
The family session
Week eight onwardThree generations, one screen, questions asked out loud. This is the step the research says matters most and the one most plans skip.
Begin
One conversation, one hour, no documents
The intake call is a conversation about what exists and what has been on your mind. Nothing needs to be gathered or organized beforehand.