Trust Review & Optimization Plan
Life Changes, and Your Trust Should Reflect It
Over time, documents can become outdated, unfunded, or misaligned with your current life and assets. The Trust Review & Optimization Plan gives you a clear, professional review so you know exactly where things stand.
Find Out Exactly Where Your Plan Stands
A trust is a living document, and life doesn't stop changing after you sign it. Marriages, moves, and major purchases can all affect the validity of your plan. Don’t leave it to chance.
Whether your trust was properly funded and your assets are correctly titled under it.
Whether your beneficiary designations are current and aligned with your situation.
Whether your plan reflects your current state of residence and applicable laws.
Life changes (marriage, divorce, births, deaths, new assets) since your trust was signed, and any possible issues our review software flags as a result. Whether to update is your decision.
Don’t Leave Your Plan to Chance
Through the S.T.E.P.™ process, your plan is properly structured, funded, and ready to work for when the time comes.
This plan is best for those:
Who had a trust drafted years ago and haven't revisited it since
Who moved to a new state after their plan was written
Who have gone through major life changes (marriage, divorce, death, new child, significant asset purchase)
Who aren't sure whether their accounts and property are properly titled under their trust
A full review of your existing trust for $1,200 USD.
What We Put Under the Microscope
After this review, you’ll see what our review software found.
Was your trust ever actually funded?
A trust only controls the assets that are inside it. If your home, accounts, and investments were never properly transferred in, they may still go through probate, regardless of what the trust document says.
Do your beneficiary designations point
to the right people?
An outdated designation (ex-spouse, deceased beneficiary) on a life insurance policy can send money to entirely the wrong person. We review your accounts to confirm everything is aligned with your current situation and wishes.
Moved since you signed?
Our review software checks your documents against your current state and flags possible issues in your report. Our team walks you through the report but doesn’t give legal opinions.
Have life changes left your plan out of date?
Marriage, divorce, the birth of a child, a significant asset purchase can create gaps in a plan that was solid when it was first written. We identify what's changed and what it means for your plan.
What’s Included
Every Trust Review Estate Plan is delivered through the S.T.E.P.™ Signature Trust™ Process and includes the following:
Your Structured Review
Existing Trust Review
Estate Planning Documentation Evaluation
Trust Funding Review
Asset Coordination Review
Your Path Forward
Optimization Recommendations
S.T.E.P.™ Review Consultation
One structured review. $1,200. A written report of possible issues with your trust, produced by our review software and walked through with you by our team.
Get StartedTime to Check Your Trust
Don’t leave your family’s protection to assumption.
Fill out the form below to get started.
