Aging Parents
- Adult children are beginning to help
- Bills and finances are getting harder
- Questions about who can act
- Care or housing may change
- Nobody knows where the documents are
You do not need to wait for a crisis to get organized.
Family Transition Readiness
Aging Parents • Inheritance • Property
Understand what you have. See what's missing. Know what comes next.
As parents age, families inherit more responsibility. DARVY helps organize the people, documents, property, professionals, and decisions, so your family can see the whole situation and be ready for what comes next.
It often starts small.
Helping with a bill. Looking for an insurance policy. Trying to understand a trust. Checking on the house. Talking with a sibling.
Then one person realizes they are coordinating the family, the professionals, the property, and the next decision.
Usually without being asked. Usually without a full picture.
That is where DARVY comes in.
The problem is rarely just missing documents.
Most families already have good professionals around them. An attorney. A CPA. A financial advisor. Sometimes a fiduciary, a care professional, or a property professional. Each one sees an important part of the situation clearly. But no single professional role is designed to hold the whole picture.
- PeopleWho is involved, and who needs to know.
- AuthorityWho is identified as holding a role or authority, and what supports it.
- Assets & PropertyWhat exists, and who actually holds it.
- Obligations & RiskDebt, taxes, insurance, deadlines, carrying costs.
- Family AlignmentWho needs to be informed, where views differ, and what conversations are needed.
- DecisionsWhat is approaching, and who owns each one.
- ProfessionalsWho is engaged, and what each is waiting on.
- Next ActionsWhat happens now, and what it depends on.
Start with what you have.
You do not need to find everything before beginning. Working out what is missing is part of the work.
What comes in
- Family information
- Documents
- Property information
- Professional contacts
- What is happening right now
What DARVY establishes
- Known
- Missing
- Mismatch
- Blocker
- Professional question
What you receive
A clear picture of where the situation actually stands, and an action path for the next 30, 90 and 365 days.
Three situations bring families here.
Inheritance
- No complete picture of what exists
- Executor or trustee duties beginning
- Accounts or property to locate
- Beneficiaries asking questions
- Legal, tax and property work overlapping
Legal documents answer part of the question. Families still need to understand what exists and what happens next.
Property
- More than one property or beneficiary
- An inherited home sitting vacant
- One beneficiary wants to keep it
- Carrying costs nobody has added up
- Title, trust and insurance that disagree
Before deciding what happens to a property, make the situation decision-ready.
Where to start
The DARVY Readiness Assessment
A written assessment of where your family's situation actually stands, and a session to walk through it together.
$995
Fixed fee. Readiness Assessments are available remotely.
DARVY is currently accepting a limited number of Readiness Assessment families as we refine the service.
You receive a situation map, an authority and role map, an asset and property overview, a missing and mismatch list, a decision-readiness map, the questions for your professionals, and a 30 / 90 / 365-day action path.
Understand → Work through → Keep moving
What happens after the assessment?
Some families have what they need and take the action path from there. Others want help with what comes next.
DARVY Transition Advisory
What are the realistic paths and tradeoffs?
For families who want help working through realistic paths, tradeoffs, sequencing, family conversations, dependencies, and professional questions before deciding what happens next.
Typically $1,500–$3,500, project-based depending on scope.
Readiness + Coordination
Help us keep it moving.
For families who want DARVY to stay involved and help keep the people, professionals, information, property, and next steps moving.
Custom scope.
When a property needs someone physically on the ground, local support can also be scoped within Readiness + Coordination in San Diego, Orange, and San Francisco counties.
For attorneys, fiduciaries, advisors and CPAs
You handle your professional role. We help the family keep the whole situation moving.
Your client often needs work that sits between professional roles. Organization, readiness, information gathering, follow-through, and keeping track of what depends on what. DARVY takes responsibility for that work without taking over yours.
Tell us what is happening.
A short conversation is usually enough for both of us to know whether DARVY is the right fit. There is no charge for it, and no obligation after it.