Annual Custody Review

Purpose

Registers age. You add a wallet, rotate a backup, or change who holds the spare key. The annual review catches drift before an emergency forces you to interpret outdated notes.

Included

  • Walkthrough of each register section with you present
  • Checklist for storage location consistency
  • Amendment pages inserted where needed
  • Written summary of recommended updates (no secrets recorded in summary)

Excluded

  • Full re-bind unless binding has failed
  • Mediation between family members on custody decisions

Ideal for clients who completed a register setup with us or bring a register prepared to our formatting standards. Schedule a review.

Inquire about this register