Most inheritance trouble is paperwork trouble. It is preventable.
Families rarely lose assets to bad markets. They lose them to missing nominations, unsigned forms, dormant folios and accounts nobody knew existed. The work that prevents this is unglamorous and almost entirely administrative.
We maintain a documented register of household holdings, keep nominations current across every folio and policy, and support the transmission process when a claim arises. Where a will, trust deed or succession certificate is required, we coordinate with the family's advocate and chartered accountant — the drafting is theirs, the follow-through is ours.
What this covers
- A maintained register of family holdings, folios, policies and account numbers
- Nomination review and update across mutual funds, deposits, demat and insurance
- Transmission and claim documentation prepared and submitted on the family's behalf
- Coordination with the family advocate on wills, trust deeds and succession certificates
- Tracing of dormant folios, unclaimed dividends and forgotten policies
- A sealed handover note so the next generation knows where everything sits
How we run it
Register
A single confidential document listing what the household owns and where it is held.
Nominate
Every folio and policy is checked for a valid, current and correctly spelt nominee.
Transmit
When a claim arises, our desk handles the forms, follow-ups and registrar correspondence.