Folio 04
Notes kept close.
Estate planning is private work. These reflections are shared without names and with permission.
Note 1“They listened for the family dynamics beneath the asset list. Our plan finally feels like ours—not a stack of forms.”
Note 2“Hearth & Wren translated a complicated succession into decisions our siblings could make together.”
Note 3“During administration, every call ended with clarity about what happened next. That steadiness was invaluable.”