present
Family briefing
A short, slide-like briefing you can walk through with a spouse. Not a download of 80 PowerPoint files — a page that behaves like a deck.
1. What a trust is for
Keep the house out of probate. Name who acts. Say who gets what without a courtroom narrator.
2. What we will ask
People, property, who you trust to carry it. That is the intake.
3. What you leave with
Documents, a funding checklist, and a one-page letter for the successor.