# Note for a family office to forward

An ungated, versioned note for a family office to forward for household staff. Full HTML, Markdown and CSV.

Source: https://golowprofile.com/templates/forwardable-note (updated 2026-10-24)

Last updated October 24, 2026

Use this blank record to assign tasks and keep receipts. Version 1.0, October 24, 2026. It collects nothing through this website.

## What should you record?

| Field | Text |
| --- | --- |
| Subject | Home-address privacy work for the household |
| Message | Go Low Profile offers a written scope for mail, account, record and removal work. An Exposure Review is $1,500. A Quiet Cleanup is $4,500, with children and the Review included. |
| Search | An agency licensed in the family's state performs the search where a license is required. Its fee is included. |
| Next step | Reserve through golowprofile.com/start. Each adult verifies separately. Do not email an address or identity documents. |
| Due diligence | Read golowprofile.com/vendor-packet and golowprofile.com/security before confirming. |

Keep this completed record in your household's private files. Do not send it through the website.

## How do you download it?

[Download Markdown](https://golowprofile.com/templates/forwardable-note.md) · [Download CSV](https://golowprofile.com/templates/forwardable-note.csv)

Replace blank cells in your own local copy. Keep sensitive details in your household's own system.

## When should you review it?

Review after a move, a staff change or a material record update. Check the [Low Profile Standard](https://golowprofile.com/standard) for the underlying areas.

[All staff templates](https://golowprofile.com/templates)

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Go Low Profile is not a law firm and does not give legal advice.