Trust Relay
Your Trust Relay records
Account holder: Elena Morgan (fictional sample)
Email: elena@example.invalid
Prepared: October 15, 2026 (fixed sample date)
This copy is readable by anyone who has it. Trust Relay cannot recall or change it.
Account references are shortened to their last four characters. The complete backup’s records.json holds them in full.
Maria Daughter
Email: maria@example.invalid
Guidance
The household account is here. Use the sample reference below when asking where to begin.
This is where I kept the long-term investments. Ask the provider to explain the next steps.
The house-paper checklist is listed below with the documents.
This is the life policy I wanted you to know about.
Personal message
Maria, take this one step at a time. These are the places to start. There is no need to sort everything out in one day. With love, Elena.
Institutions and accounts
Example Family Bank · Bank
Account reference: ••••-001
Guidance for everyone: Contact the bank’s estate team to ask what documents they need.
Notes: Household account reference.
Example Investment Office · Investments
Account reference: ••••-002
Guidance for everyone: Ask the account provider about its process before sending documents.
Notes: Investment account reference.
Example Home Records · House papers
Account reference: ••••-003
Guidance for everyone: These papers identify where the property records are kept.
Notes: House-paper reference.
Example Life Assurance · Insurance
Account reference: ••••-004
Guidance for everyone: Contact the insurer directly about its claim requirements.
Notes: Life policy reference.
Documents
- SAMPLE-home-papers.pdf
Timed notes
30 days after the release
Maria, I hope you are making time for yourself. With love, Elena. (Fictional sample note.)
David Brother
Email: david@example.invalid
Guidance
The workshop’s account is here. Contact the bank before taking any action with it.
Personal message
David, thank you for helping with the workshop. I left the business reference here so you know where to begin. Elena.
Institutions and accounts
Example Workshop Bank · Business
Account reference: ••••-005
Guidance for everyone: Ask the business account team what authority and documents they require.
Notes: Workshop account reference.