Estate Planning Coordination

Estate planning that actually gets done.

Your plan, your attorney’s documents, working together.

What you get

Clear picture of how your assets will transfer under current titling and beneficiaries.
Coordination with your estate attorney on trust design and document updates.
Review of beneficiary designations across every account — the #1 source of estate mistakes.
A family meeting framework when it’s time to loop in the next generation.

My approach

I don’t draft legal documents — that’s your attorney’s job. What I do is make sure the financial side of the plan matches the documents, which is where most estates break down.

How the engagement works

1
Inventory
I pull together every asset, its current titling, and its named beneficiaries into one document.
2
Gap analysis
I flag every place where the current setup doesn’t match your stated wishes.
3
Attorney coordination
We work with your estate attorney (or I can introduce you to one) to draft or update documents.
4
Implementation
We re-title assets and update beneficiaries — the step that 80% of people skip after the attorney visit.

Common questions

Do I need a trust?: Most people don’t. Trusts solve specific problems — probate avoidance, second-marriage blending, special-needs planning — but they also add complexity. We only recommend one when there’s a concrete reason.
How do we start?: We start with a 30-minute introductory conversation. No cost, no pitch — just a chance to see whether we’re a fit for what you’re working on.
What does this cost?: Fees depend on scope. I’ll outline the full cost structure during our intro call so you can decide if it makes sense to move forward.
Do you work with people outside my state?: I can work with clients in states where I’m properly registered. The footer lists every state on my registration.

Let’s talk about estate planning coordination.

Schedule a meeting