Family Legacy Audit — Layer 1 Discovery

2. Family Composition

Approximate household structure. You can use any whole numbers that feel right — exact counts are not required.

Adults

Children

Generations represented

e.g., 2 if grandparent & grandchild generation are both part of the ledger.

Dependents

Anything else our team should know about your family composition?

No account numbers, passwords, or credentials here — descriptive text only.

3. Administrative vs. Legally-Authorized Contact

Tells us whether you're submitting on your own behalf or in an administrative/legal capacity. Engaging Selah & Stone Research as the audit team does not create an attorney-client or CPA relationship.

Your role in this submission *

Self or household member (acting for myself / my own household) Authorized representative of another family member Executor or personal representative of an estate Trustee acting on a trust Other (please describe in the field below)

Authority confirmation (optional)

No account numbers, passwords, or credentials here — describe the authority, not the records.

I confirm I have authority to represent the parties identified in this submission. Engaging Selah & Stone Research as the audit team for a Family Legacy Audit does not create an attorney-client or CPA relationship; if representation concerns, fiduciary duties, or jurisdictional questions apply, I will confirm appropriate counsel before this audit proceeds. *

4. Asset-Category Presence

For each category, indicate whether accounts, policies, or records of that type exist in your household. The form only records the answer here — never list specific account numbers, balances, or credentials.

Other categories not listed above (free-text labels)

Labels only — not counts, values, or credentials.

Anything else our team should know about your household’s asset categories?

No account numbers, balances, or credentials here.

5. Prior Professional Review

Have discussions with an attorney, CPA, financial planner, or other professional already touched any of what the audit will look at? One row per item.

Professional Review Recommended

For some households, an audit alongside counsel is the right posture

Selah & Stone Research delivers a diagnostic and structural review only; we are not a substitute for legal, tax, or accounting counsel. If any of the following apply to your household, we recommend securing appropriate professional representation in addition to this audit.

An active or pending legal proceeding is in the household.

Recommendation: retain or coordinate with the attorney already engaged before submitting this discovery so we do not duplicate or contradict that work.

An open tax dispute or review involving a federal, state, or local authority.

Recommendation: loop in your CPA / EA before discovery so the audit’s scope lines up with the position your tax professional is preparing.

A trust or estate matter is already under counsel review.

Recommendation: share the audit’s scope with that counsel before discovery proceeds to avoid overlapping or conflicting filings.

You’re not certain you hold the fiduciary capacity required to authorize this audit on behalf of another party.

Recommendation: confirm the underlying document granting you authority (e.g., durable PoA, letters testamentary, trust agreement) with your attorney before signing off.

A jurisdictional question applies — out-of-state holdings, cross-border assets, tribal jurisdiction, military status, or another scenario where the legal rule isn’t obvious.

Recommendation: confirm local counsel is in place before discovery so the audit’s recommendations are anchored to the right law.

Yes — I’ve read the triggers above and understand that Selah and Stone Research is a diagnostic review, not a substitute for licensed legal, tax, or accounting counsel. *

Layer 1 Discovery

1. Contact

2. Family Composition

3. Administrative vs. Legally-Authorized Contact

4. Asset-Category Presence

5. Prior Professional Review

For some households, an audit alongside counsel is the right posture