No. Tutela Domus operates on a strict privacy model — you always retain ownership and control of your documents, accounts, and passwords. We guide you through the organization process, but we never possess, store, or retain your sensitive information.

All sessions are conducted remotely via Zoom. We work with you in real time — reviewing and organizing together — but your documents stay with you. We never ask you to send or share sensitive files, passwords, or financial information with us directly.

Our founder is a licensed attorney with a background in legal operations and corporate systems, and a deep understanding of confidentiality, professional ethics, and the responsibility that comes with access to sensitive information. Trust is not assumed in our engagements, it is earned incrementally through a structured process designed to protect you at every step.

Nothing — because we never held it in the first place. All of your information lives in systems you own and control. When our engagement ends you walk away with a complete system that is entirely yours.

Our founder's legal background allows us to review your documents through a uniquely informed lens. We look at what you have, what is missing, and what may need attention — and we flag those gaps clearly. This is not legal advice. It is an expert organizational review that most people have never had. Think of it as having someone who speaks the language sitting beside you as you go through your files — identifying what belongs, what is outdated, and what is absent entirely.

An attorney provides legal advice, interprets the law, and represents your interests in legal matters. Tutela Domus does not do any of those things. What we do is review your documents from an organizational and administrative standpoint — identifying gaps, inconsistencies, and missing pieces that need professional attention. We then help you understand what questions to ask and refer you to the right attorney when legal counsel is needed.

No — determining legal validity is legal advice and that is not what Tutela Domus provides. What we can tell you is whether key documents appear to be present, whether they look current and complete from an organizational standpoint, and whether there are obvious gaps that warrant a conversation with your estate planning attorney. We are very good at knowing when to say — you need to call your attorney about this.

When we identify a gap — a missing document, an outdated beneficiary designation, an insurance policy that does not align with your current situation — we flag it clearly in your gap analysis report and explain why it matters. We then help you prioritize what needs attention first and refer you to the right professional if legal or financial expertise is needed. You will leave every engagement knowing exactly what you have, what you are missing, and what to do next.

Absolutely — and we will tell you exactly when and why. Tutela Domus is not a replacement for legal counsel. We are the layer that most people are missing between their attorney and their everyday life — making sure everything is organized, current, and accessible. Many of our clients find that working with us actually makes their attorney relationship more productive because they arrive prepared, organized, and knowing exactly what questions to ask.

We coordinate referrals to estate planning attorneys, financial advisors, insurance professionals, and other specialists as needed. We do not endorse specific providers but we help you identify what type of professional you need and what questions to bring to that conversation. Think of us as your administrative quarterback — making sure the right people are involved at the right time.