Client Stories
Voices from Our Clients
"My father kept three cold wallets across two properties. The folder Site Linden Field produced listed each location with photographs of where the steel capsules were stored. My sister found everything in one afternoon."
"The review session took about two hours. They identified that our vault index card was three years out of date. The updated folder cost more than I expected, but the hourly breakdown was clear before we agreed."
"I only needed a ledger, not a full folder. The session was straightforward — I brought my existing notebook and they reorganized it into something my wife could actually read. Wish I had done this years earlier."
"The bilingual pages were helpful because my children live in Canada. One section took three revision rounds because I kept changing heir assignments — they did not charge extra for the revisions, which I appreciated, though the process ran two weeks longer than quoted."
Extended Account: The Han Family Vault Index
The Han family held offline reserves in a home safe, a bank vault in Suwon, and a safety deposit box in Seoul — none of which shared a common index. When Mr. Han suffered a stroke in early 2025, his daughter spent eleven days locating paper records scattered across three households.
She contacted Site Linden Field after her father recovered. We conducted a storage review across all three locations over two days, then prepared a single heir folder with color-coded tabs matching each site. The folder included floor-plan sketches showing where the home safe was mounted, the vault box number at the bank, and the deposit box key location at her aunt’s residence.
Six months later, the family commissioned a duplicate folder for the aunt who holds the Seoul deposit box key. Total project time from first contact to duplicate delivery: 24 business days.
Services used: Reserve Storage Review, Complete Heir Folder Preparation, duplicate bound folder.
Extended Account: Trustee Onboarding for the Yoon Estate
A corporate trustee firm engaged us to document five offline wallet locations for a client estate. The trustee needed a bound reference that complied with their internal custody standards — indexed sections, signed approval pages, and no digital copies.
We worked through four consultation sessions at the trustee’s Seoul office. Each wallet section was reviewed by both the trustee representative and the estate executor before binding. The final folder contained 47 pages across eight tabbed sections.
The trustee noted that the plain-language recovery steps allowed their junior staff to understand the storage layout without accessing the actual wallets. They have since referred two additional estates to our office.
Services used: Complete Heir Folder Preparation (extended scope), bilingual documentation.