Estate Planning Isn’t Set It and Forget It

Even the best estate documents can fail if your accounts, titles, and beneficiaries don’t match your plan.

That’s why we encourage an annual alignment check—a simple review that helps ensure your wishes are carried out the way you intend.  

What to review

• Documents: Are your wills/trusts current and reflective of your goals
• Decision-makers: Are trustees, executors, and agents still the right people?
• Beneficiaries: Do retirement and insurance beneficiaries match your intent?
• Account titling: If you have a trust, are key accounts properly titled and funded?
• Powers of attorney: Are financial and healthcare directives updated?

 Why this matters

Estate planning is more than documents—it’s implementation. Alignment is what turns “good intentions” into reality for your family.

 A helpful next step

We can help you coordinate between your financial accounts and your attorney’s documents so everything works together. 

_{Disclosure: This material is for informational purposes only and should not be considered legal advice. Consult your attorney for guidance specific to your situation.}