Find out what needs doing
List known banks, insurers, investments, property, employers and debts. Note which records you already have and what is missing.
Keep each request in your case
See document requests, institution enquiries, replies and the next task together. Invite the people helping you with access suited to their role.
Agree the help you need
A person remains responsible for decisions and communications. We can prepare enquiry drafts and coordinate agreed work; fees and scope are confirmed before paid services begin.