Estate Plan Reviews

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Estate planning is complex, and families are often left with documents they don’t fully understand or plans that have never been revisited as circumstances change. Without clarity and ongoing education, even the best-designed strategies can fall short of their purpose. My estate plan review and trust education services are designed to bring transparency, confidence, and simplicity to an otherwise overwhelming process.

I provide independent, high-level reviews of existing estate planning documents and trust structures. My goal is not to replace your attorney or tax advisor, but to help you understand what your plan actually says, how it works in practice, and where adjustments may be beneficial. This includes:

• Document Review
  • Evaluating wills, trusts, powers of attorney, and related planning documents.
  • Highlighting areas of complexity, inconsistency, or potential gaps.
• Trust Structure Education
  • Explaining in plain language how different trusts function (revocable, irrevocable, ILITs, GRATs, QTIPs, dynasty trusts, and more).
  • Demonstrating how these structures support tax efficiency, asset protection, and legacy goals.
• Administration Insights
  • Clarifying trustee duties, beneficiary rights, and common points of friction.
  • Identifying practical steps families can take now to avoid costly conflicts later.
• Coordination with Advisors
  • Preparing focused questions for your attorney or CPA to streamline their work.
  • Acting as an intermediary to reduce redundant fees and ensure your team works in alignment.
     

Estate plans are not static — they must evolve with your family, your wealth, and changing laws. Without periodic review and ongoing education, families risk paying unnecessary taxes, creating avoidable disputes, or leaving intentions unclear. A review brings clarity and confidence, while education empowers you and your beneficiaries to make informed decisions for the future.

Estate plan review and education services are offered on a flat fee or hourly basis, depending on the scope of the engagement. My focus is on delivering clarity and value, not creating additional layers of complexity.