Families may discuss ownership, management and continuity in the same conversation. A legal review benefits from separating those questions and identifying the records behind each answer.
Begin with an inventory of personally held assets and interests held through companies. For each entry, note the legal owner, jurisdiction and supporting document. Then record who manages it, who may sign and which guarantees or powers of attorney are involved.
The resulting map can reveal inconsistent names, outdated authority documents or arrangements that exist only as an informal understanding. Include the position of owners who do not take part in daily management.
This exercise does not determine inheritance, capacity or the effect of a will or other instrument. Those questions need review of the applicable law and particular documents. The preparation guide helps organise the material without substituting a general checklist for individual advice.
Read & download the preparation guide
Official reference points
This article is for general informational purposes only and does not constitute legal advice. Laws and procedures referenced here can change, and how they apply depends on individual facts. For guidance on a specific situation, consult a qualified lawyer.