- Blame us – say your accountant asked. (We don’t mind.)
- Keep it broad – “which banks?” not “how much?”
- Frame it kindly – it’s about making things easier.
- Offer to help – make a list together (Lucy has a checklist).
- If they won’t share – suggest keeping the info with the Will at the solicitor’s office.
Back to You are not Immortal – a practical guide to a delicate topic – IHT






