See what a "finished" plan might be missing.
Most estate plans look done — until you stress-test them. This quick check walks through the gaps that most commonly hide in plans that were finished years ago: stale tax formulas, a move to a new state, an unfunded trust, an outdated beneficiary, a successor who can no longer serve.
- No documents to upload — just answer what you know.
- You'll get a color-coded summary you can act on immediately.
- Want a real read of the actual documents? You can request one at the end.
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Your Estate Health Check
Here's where the plan stands.
Working0Looks to be in good shape.
Watch0Worth revisiting.
Needs attention0Worth a conversation soon.
This is a diagnostic — not a legal opinion.
This self-assessment is based only on the answers you provided. It does not constitute legal, tax, or financial advice, and does not determine how any specific document will be interpreted or taxed. Use it to decide what's worth reviewing with qualified counsel.
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Go deeper
Want me to actually read the documents?
This check is a self-assessment. A full review reads the real trust, will, and amendments — connecting them and checking against the state the family lives in now. Request one and I'll follow up to securely collect the documents.
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