Download SRB Questionnaire (PDF)
The Situation Readiness Briefing (SRB)
The Situation Readiness Briefing (SRB) is a private, structured planning meeting designed to create clarity and traction. It is not an interrogation and not a lecture. It is a guided process that turns your real-world facts into a clear plan: risk exposure mapping, control architecture, and next-step implementation
We do not quote fees from a short description and conduct the SRB first. Not because we are evasive, but because it is poor risk management to quote before we understand complexity and exposure. The wrong quote is either misleadingly low or irresponsibly high.
People overuse the word “simple.” I've yet to see anyone truly living the simple life unless they are a mendicant living in the forest.
Our method is calm, orderly, and practical. We ask only what is necessary to understand your assets, your family dynamics, and your priorities—so the plan fits your reality, not a template. Here are the Steps:
Step 1: Exposure Mapping (SRB)
A focused meeting where we map:
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Guardianship and decision-making authority
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Asset titling and beneficiary designations
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Probate triggers and conflict points
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Liquidity, tax friction, and implementation gaps
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What must be protected, and who must be empowered
Step 2: Scope + Fee Clarity
Once the exposure picture is clear, we recommend the correct level of plan and provide clear fee ranges before work begins.
Step 3: Control Architecture + Implementation
We draft, sign, and guide implementation so the plan is operational—not theoretical.
SRB note: The SRB has no charge so long as you complete our questionnaire (submit it in advance or bring it with you).
Deliverables
After the SRB, you have your Exposure Map + Control Architecture Blueprint (EM-CAB), which includes:
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Exposure Index (where risk concentrates across the four pillars)
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Control Architecture (the specific legal and operational controls to build)
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Control Build Queue (Immediate / Build / Lock)
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Evidence Required (what “done” looks like)
Onboarding Video (click)
Complete the Questionnaire
The attached questionnaire is essential for our meeting. Please fill out the following sections:
- Sections 1–15 (and 17 if you have minor children)
- Section 24 (if you own a business)
- Section 27 (for real estate holdings)
Please disregard any account numbers—those should remain blank.
How to Fill Out SRB Questionnaire Video
Secure Upload – Submit Completed Questionnaire
Upload the completed questionnaire securely using the link above.
If you have an in-office SRB, you may also bring the completed questionnaire printed or on a USB drive.
Questionnaire Required (Non-Negotiable):
To keep the SRB productive, the SRB Questionnaire must be completed and uploaded in advance or brought to the meeting. If the required sections are incomplete, the SRB will be rebooked and rescheduled.
Without a complete fact pattern, any “plan” is guesswork. The questionnaire is the input that allows us to map exposures accurately, identify failure points, and design a control architecture that will hold up under pressure.
Preparation makes this efficient. When we have complete inputs, we can move quickly from uncertainty to a clear set of decisions and next steps. If you are missing a document, bring what you have—we will tell you what to obtain next.
“Who this is for / who this is not for?"
It is not designed for:
• price-only shopping
• “just tell me a number” requests without facts
• document reviews without time for full analysis and proper advice
Book the SRB when you are ready for clarity and execution. If you prefer a basic template at the lowest price, we will not be the best fit. If you want a plan engineered to hold up—and implemented cleanly—your in the right place and should take the next step.