Before the notary
A deed that is no longer waiting on anything
Chain of title, surveys, easements: already gathered.
Owning families
Order precedes decision
Before your advisors, one question: is your estate ready to be examined?
Why start here
What is discovered too late always costs more
Joint ownership, easements, a missing survey, an overestimated value: if ignored, they always resurface at the worst moment — mid-signing, in a credit committee, in the midst of negotiation.
Les 10 Préalables™: raised by you, never discovered by someone else.
Your path
Four stages, before your advisors
Each step opens the next. None is imposed.
-
1
Listening
15 minutes, complimentary
A confidential conversation. No valuation, no written opinion — only listening.
-
2
The audit
Fee-based engagement
Les 10 Préalables™, in the order that preserves your family's value, time and discretion.
-
3
The file
Four written deliverables
Chain of title, surveys, charges and easements, compared scenarios, substantiated valuation.
-
4
The meeting
You remain free to decide
Notary, lawyer, family office or banker: a file that already speaks for you.
What it changes
A single file. A story that does not change.
The same file serves each of your advisors. None of them has anything left to reconstruct.
Before the lawyer
The sensitive points, already identified
Ownership, gifts, leases: already clarified. The decision begins without detour.
Before the family office
Paths already clarified
Preserve, transmit, sell, reallocate: each path already weighed.
Before the private banker
A value that no longer needs to be proven
Debt, charges, liquidity: already established. The file speaks for itself.
Request a Confidential Consultation
15 minutes, complimentary. No valuation or written opinion. No obligation to entrust a subsequent engagement.
contact@wellheritage.com · 66 avenue des Champs-Élysées, 75008 Paris