Audience
Families where more than one adult holds keys, deposit box access, or knowledge of backup locations—and where an orderly handoff matters.
Workshop outline
Morning intake reviews each participant’s understanding of backup placement. Mid-session cataloging assigns shared reference codes. Afternoon segment drafts heir summary pages and agrees on annual review dates.
Outcomes
Shared ledger excerpt, vault map draft, heir letter template, and a written list of actions (e.g., schedule bank box co-signer update).
Capacity
Up to four participants included. Additional attendees quoted per person. Children under 18 attend only for portions that exclude seed material handling.