Your inheritance journey
Work through each step at your own pace. Free tools for Steps 2–4. Coaching unlocked from Step 5. Your progress saves automatically when signed in.
Step 1
Before we map anything, we understand who you are and what you're facing. Discovery is a structured self-assessment that surfaces your situation, your emotional starting point, and the jurisdictions involved.
There are no wrong answers. This step exists to make everything that follows more precise and more relevant to you.
Step 2
Map every asset, jurisdiction, and structural complexity in your estate. The output is a plain-language document you can act on — and share with any specialist you engage.
Free to complete. Sign in to save your map.
Step 3
Rate the status of every critical inheritance decision. We build your prioritised 90-day action list — so you know exactly what needs attention now, soon, and later.
Step 4
More than 50% of next-generation investors make decisions driven by fear of missing out — and most are unaware of it. This 7-question audit surfaces the cognitive patterns that shape your choices, so you can manage them deliberately.
Understanding your behavioural profile is not about limiting yourself — it's about knowing where your judgment needs structure, and where your instincts can be trusted.
Step 5
Six structured topics covering everything you need to navigate inherited wealth confidently. Skip any topic you've already mastered — each includes a short quiz to verify.
Step 6
You have mapped your estate, triaged your decisions, understood your behaviour, and built your knowledge. Step 6 is about permanence — building the structures, relationships, and habits that keep you in control for decades.
30 minutes. No obligation.