Plan document custody, renewals, family changes, bank-record updates and cross-border tax review. Agree providers, responsibilities, fees and communication frequency; do not assume these are included in the initial application.
Discussion framework
Define the family objective and timing.
Separate confirmed facts, missing evidence and open questions.
Obtain written conditions and service scope before committing funds.
Your next step
Share goals and questions first. After engagement, provide documents through an agreed secure channel.
