The operational gap after drafting
A will or power of attorney can be legally sound while remaining disconnected from the family’s current assets, advisers, access arrangements, and day-to-day reality.
How we complement your work
- Record where current legal documents are held and who has authority.
- Link documents to the relevant assets, entities, and jurisdictions.
- Surface changes in family circumstances that may require legal review.
- Create non-legal Letters of Instructions and Wishes for practical continuity.
A good referral looks like
A client completing estate planning who still has scattered records; a family with assets in multiple countries; a business owner with unclear practical succession; or a spouse who would not know where to begin.
What remains yours
Drafting, interpretation, estate, and legal advice remains entirely with the client’s lawyer. Cedar Capital organises the surrounding financial picture and refers legal questions back to you.