Info & Technical FAQ
Trust funding and plan maintenance are critical to successful and effective estate planning. Unfortunately, too few estate plans receive the care and the attention they require. But that is changing. Today attorneys and clients understand that estate plans are much like financial plans - they must be reviewed and updated in order to achieve their goals. The law, families, and finances all evolve. Estate plans that are reviewed routinely attain their desired outcomes; estate plans that are rarely revisited almost surely fall short of their original objectives and are frequently much more expensive in the long run. Our software tools lead the marketplace in correcting the shortcomings of unfunded plans and insufficient updating.