For Advisors

A gap in every estate your practice currently cannot fill

When an estate is settled, the financial assets have instruments. Property transfers. Superannuation nominates. Shares are accounted for. What has no instrument is the physical and digital archive. The photographs, documents, correspondence and recordings that constitute a family's history. In most estates this material is unstructured, fragmented and at immediate risk of permanent loss.

Your practice has no current referral for this conversation.

Tiora is that referral.

What Tiora does

Tiora is a family archive service operating across Australia. We collect a family's physical and digital materials, preserve them to archival standard and return every original. The resulting archive is governed by a permissions and succession system that designates who holds authority, who has access and what happens when the founding family member is no longer there.

The engagement is a single defined scope. The archive it produces is permanent.

Where a referral is natural

Estate settlement.
A family is clearing a parent's home. Physical media is present and unstructured. Photographs, slides, documents, VHS tapes. No inventory. No structure. The window to act is short.
Ageing parent transitioning to care.
A family is consolidating a parent's home before a move. The archive question arises alongside the financial and legal questions. It is rarely addressed.
Blended family succession.
A client with children from different relationships is structuring their estate. Financial succession is addressed. The question of who controls the family's historical record and who is excluded is not.
Business founder succession.
A client who has built a business across decades holds not just financial assets but the documentary record of how that business was built. That record has meaning to the family and is currently unprotected.

For your clients

The attached brief explains Tiora's service in plain language suitable for a client conversation. It is yours to use, share or include in your estate planning materials without obligation.

If you would like a version of the client brief carrying your firm's name alongside Tiora's, we will prepare one at no cost. Contact jacob@tiora.life to arrange.

If you have a client whose situation warrants a conversation, or if you would like to understand more about how Tiora works before making a referral, contact Jacob Staley directly.

Tiora. Newport, NSW, Australia. Registered under the Privacy Act 1988 (Cth). All client materials handled under confidentiality and returned on completion.