Ensure the right people can access important information when needed without compromising security.
A strong inheritance plan does not end with documenting assets and important information.
It must also address how trusted individuals and beneficiaries will gain access when necessary.
Assets may be known, but access information is missing.
Passwords, MFA devices and hardware wallets cannot be accessed.
Beneficiaries do not know which steps to take.
Good heir access planning balances privacy, security and recoverability.
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