Execution & Maintenance
Funding trusts, choosing executors, and keeping plans current.
The Empty Trust Trap: How to Actually Fund Your Trust
The most common and catastrophic mistake in estate planning is paying thousands for a trust and then failing to put any assets into it. This guide explains exactly how to 'fund' your trust.
9 Life Events That Instantly Void Your Estate Plan
A checklist of the major life milestones that legally or practically invalidate your current estate planning documents, requiring immediate revision.
Corporate vs. Individual Trustee: Who Should Manage Your Wealth?
A practical comparison to help you decide whether to burden a family member with the complex job of trustee, or pay a professional institution to handle it.
The Executor's Checklist: What to Do When Someone Dies
A chronological action plan for anyone named as an executor, breaking down the overwhelming process of settling an estate into manageable phases.
Digital Estate Planning: Passwords, Crypto, and the Cloud
A modern guide to ensuring your digital life—including financial accounts, irreplaceable photos, and cryptocurrency—isn't lost forever when you die.
The 5-Minute Estate Plan Stress Test
An interactive tool designed for people who already have an estate plan, testing it against common failure points like outdated beneficiaries or unfunded trusts.