Successor Briefing
A guided session for your designated heir or trustee, conducted with your prior written authorisation.
Who this session is for
You have prepared custody instructions for a spouse, adult child, or trustee, and you want them to understand the document before an emergency arises — without revealing seed phrases during the briefing itself.
What is included
- Review of your written custody instructions (provided by you in advance)
- Guided explanation of each section for the successor attendee
- Q&A facilitated by a custody adviser
- Short summary memo for the successor’s records
Requirements
The primary holder must provide written authorisation before we schedule this session. The successor attends alone or with the holder present, according to your preference.
Contact us to arrange a Successor Briefing.