Access & security: establishing traceability from day one

The first step is to secure the premises and document access: who holds the keys, who goes in, when and why. This is the foundation that reduces disputes and misunderstandings.

What this service covers

• Taking charge of keys and access (handover, inventory, recording)
• Setting up a key register
• Setting up an access log (entries/exits)
• Initial observations (constraints, sensitive areas, risks)

When it is especially useful

• Several relatives have undocumented keys and access
• Risk of conflict or suspicion (accusations of missing items)
• Condo or building with strict access rules
• Urgency (lease, sale, deadlines)

Deliverables (examples)

• Key register (initial version)
• Access log (initial version)
• Action plan (prerequisites and next milestone)

Governance points

• Identified decision-maker (liquidator and authorized person)
• Access rules: “who may enter” and under what circumstances
• Disbursement approval threshold