Planning Newsletter - October 2026
A trust and will may identify who inherits your assets, but cannot explain where the spare keys are stored, what the safe combination is, or which email account receives password reset requests.
Clients who have experienced the loss of a loved one consistently tell us that practical access issues often create more frustration than legal issues.
While every family must balance privacy, security, and accessibility differently, early conversations about these issues can prevent avoidable frustration during an already difficult time.