Podcast Discusses Inheritance Timing and Family Financial Preparation

Bryan Walley, co-founder and CEO of Forward Inheritance, appeared on the podcast Disruption Interruption on May 28, 2026. Host Karla Jo Helms interviewed him about the timing of inheritance transfers and the documentation required to access home equity.

Walley stated that many families do not complete estate planning documents until after a death occurs. He said only about 40 percent of homeowners have both a trust and a will.

Walley described cases in which heirs must reconstruct financial records while grieving. He noted that even families with an attorney parent and cooperative siblings encountered disorganized paperwork. He said parents are living longer and remaining in their homes later in life, which shifts the typical age at which heirs receive assets into their 50s or 60s.

Walley said the issue involves both cultural reluctance to discuss mortality and the financial consequences of delayed access to capital. "It's not about the money. It's about the process.