Rapid control-gap assessment
We apply our Protect – Control – Preserve framework to identify weak points across your entities. You'll see where documentation is missing, outdated or unclear before problems emerge.
A focused 60-minute working session to map control points across your companies, trusts and SMSF— so you know exactly who holds the levers today and what happens if life changes.
We apply our Protect – Control – Preserve framework to identify weak points across your entities. You'll see where documentation is missing, outdated or unclear before problems emerge.
No legal jargon. You receive a clear, prioritised list of recommended actions with practical explanations of why each matters, ranked by urgency and impact.
Your Snapshot Report arrives as a professional PDF. It sets out priorities, likely outcomes under incapacity or death scenarios, and practical options ranked by impact and urgency—something you can share with your accountant, adviser or family.
A streamlined three-stage process that delivers clarity and action—without drowning you in complexity.
We review your entities, deeds, constitutions and signatories together, mapping control points across companies, trusts and SMSFs. You leave with immediate insight into gaps, risks and opportunities.
You receive a written Snapshot Report in plain English with prioritised action items, clear next steps and expected timeframes for implementation.
If you choose to proceed, we prepare a written scope and fixed-fee implementation proposal via LY Legal wherever possible—so you know the cost before you commit.
The Family Protection Snapshot is charged as a fixed, upfront fee that covers your 60-minute session and written report.
Fixed, upfront fee covering your 60-minute Snapshot session and written Snapshot Report.
This is a paid diagnostic session — not a sales meeting.