The essential foundation for every estate planning conversation.
Centralise key information in one place – from family structure and assets to past planning actions. Designed to support consistent, high-quality advice, this dossier ensures every meeting starts with clarity and confidence.

This Familiaal Vermogensdossier (basis) includes the following modules:

• list itemFull family composition,
• list itemPrivate wealth overview (property, investments, accounts, shares…), and
• list itemHistoric record of actions (gifts, wills, powers of attorney…).