Client Stories
Accounts from households we have visited across Gyeongsangnam-do.
Short Accounts
They found three separate envelopes of savings certificates my father had tucked in different drawers. None of us knew about the third. The catalog session paid for itself that afternoon.— Hye-jin Park, retired teacher, Masan. Home Reserve Cataloging Session, March 2025.
The layered backup plan made sense once they walked us through it room by room. My husband still thinks we over-documented the jewelry box, but I sleep better knowing Layer II exists at my sister's house.— Min-soo and Yuna Choi, small business owners, Changwon. Home Reserve Cataloging Session, January 2025.
We had done our own spreadsheet years ago but never updated it. The annual review caught two expired insurance policies we would have missed. The fee felt steep until we saw what was outdated.— Kyung-ah Lim, nurse, Jinju. Annual Reserve Review, November 2024.
The family workshop was the right call. My adult children finally understand where the deed copies live. Sang-min was patient with questions that must have seemed obvious to him.— Dong-wook Kim, retired engineer, Geoje. Family Record Workshop, September 2024.
Honest feedback: the first hour felt slow because we spent so long on the interview. But that groundwork meant the actual inventory moved quickly. I would have preferred a shorter pre-walkthrough, though the result was thorough.— Soo-yeon Jang, accountant, Changwon. Home Reserve Cataloging Session, June 2024.
Extended Story: The Han Family, Masan
When Eun-ji Han (no relation to our cataloger) contacted us in late 2023, her mother had recently entered assisted living. The family needed to understand what reserves existed before making care funding decisions.
The initial walkthrough revealed reserves in five locations: a bedroom safe, a kitchen drawer with emergency cash, a bank safe deposit box whose key only the mother knew the location of, a storage unit in Masan New Port, and a folder at a cousin’s apartment in Busan.
Over a four-hour session, we cataloged 34 distinct reserve items including three insurance policies, seven savings instruments, property documents for two apartments, and a collection of gold accessories with handwritten purchase receipts. The mother participated by phone for the first ninety minutes, confirming locations we would never have found from documents alone.
We prepared Layer I for Eun-ji as primary custodian, sealed Layer II for deposit at the safe deposit box (after the family retrieved the key from behind a framed photograph), and gave each of three siblings a Layer III summary card listing only what they needed to know.
Six months later, Eun-ji booked an annual review. Two items had changed: one certificate matured and was reinvested, and a new long-term care insurance policy was added. The review took ninety minutes.
“We spent less on the catalog session than one month of mother’s care facility fees, and it prevented a much costlier scramble.” — Eun-ji Han