Overlooked Estate Planning Gaps: Immediate Cash Access After Death

Most people assume that having a trust means their family can access funds right away — but that's not how it works. In this clip, Kirsten explains that even a properly funded trust account requires a death certificate before the successor trustee can access it, and those certificates are currently taking two to three weeks. And if the account is held in your name alone? The law adds a mandatory 40-day waiting period on top of that. The result: a family trying to pay for a funeral or cover immediate expenses with no way to access the money you left them. This is one of the most overlooked practical gaps in estate planning. https://absolutetrustcounsel.com/203-estate-planning-misses-how-to-make-cash-available-immediately-after-death/

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