Info & Technical FAQ
Trust funding and plan maintenance is a growing and much needed component of successful and effective estate planning. Today attorneys and their clients understand that an estate plan is much like a financial plan - it must be reviewed and updated in order to achieve its goals. Change happens in life. The law, families, and finances all evolve. Estate plans that are routinely reviewed attain their desired outcomes. Estate plans that are never revisited almost surely fall short of their original objectives and are frequently much more expensive in the long run. Unfortunately, too few estate plans receive the care and the attention they require. Fortunately, that is changing. Our software tools lead the marketplace in correcting the shortcomings of unfunded plans and insufficient updating.