Control-gap assessment
We apply our Protect – Control – Preserve framework to your documents and identify where they are missing, outdated or inconsistent with each other.
A review of your actual documents across your Will, powers of attorney, companies, trusts and SMSF, so you know who holds the levers today and what happens if life changes. Quoted after your free initial review.
We apply our Protect – Control – Preserve framework to your documents and identify where they are missing, outdated or inconsistent with each other.
No legal jargon. The gaps we found, ranked by urgency, with the options available for each and why each matters.
A written report setting out likely outcomes on death or incapacity and the options for each issue, with their tax and legal consequences — something you can share with your adviser or family.
You know the scope and the fee before you commit to anything.
Take the online Stress Test and send us your report. We then spend 30 minutes by phone or Zoom on your main gaps and what a Snapshot would cover for you.
If you want to go further, we quote the Snapshot in writing. The fee depends on the number of entities, the state of your documents and how complex your arrangements are.
We review your documents with you and deliver your Snapshot Report. If you then proceed, implementation is scoped and quoted, with legal documents drafted by LY Legal.