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Governance

Define family policies with ownership and review cadence.

Critical rules exist implicitly and break down under stress.

Common Approach Where It Breaks How Life OS Handles It
Loose household rules Inconsistent enforcement and no review schedule. Charters and policies with owner, scope, validity, review dates, and links to related documents and decisions.
Buried documents Hard to keep updated and hard to connect to daily operations. Governance records linked to documents, decisions, and financial context.

Expected Outcomes

  • - Shared expectations for money, care, and operations.
  • - Regular policy review instead of one-time drafting.
  • - Better continuity during leadership or family transitions.

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Contact Management

Important people slip through the cracks when follow-up lives in memory.

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Family responsibilities become unclear when coordination is informal.

Financial Profile

Families cannot quickly answer where they stand financially today.