Legal
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Estate Planning Support
Paralegal-led guidance for wills, LPAs, and legacy audits. We help families structure their estates with trauma-informed overlays, digital legacy mapping, and modular trust planning. All services are delivered within paralegal scope, with solicitor referrals where needed.
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Governance Audits
Modular governance reviews for credit unions and community organisations. We audit constitutions, member segmentation, and policy packs with ESG and trauma-informed overlays. Ideal for boards seeking compliance, clarity, and impact.
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Strategic Legacy Consulting
Scenario-based planning for families, founders, and community builders. We integrate genomic, financial, and legal insights to help you build enduring legacies. From DNA-informed planning to asset mapping, we offer strategic guidance tailored to your values.