Digital Documentation

Most affluent people maintain meticulous schedules for their vehicles. Oil changes every five thousand miles. Tire rotations every six months. Regular inspections. They understand that consistent maintenance protects their investment, prevents breakdowns, and preserves value. Yet these same people often have no formal maintenance plan for their homes. Here’s the paradox: vehicles are depreciating assets.…

If you own a luxury estate in Marin County, your home likely contains dozens of critical systems, valuable assets, and vendor relationships. Yet much of this vital information probably lives in scattered places—email inboxes, contractor files, or filing cabinets. When you need the serial number for your HVAC system, the paint color for the guest…