70% of Trusts Fail.

Here's why that number should scare us.

Over 70% of revocable trusts fail to do what they were created for: protect families and avoid probate.
That number still shocks people. But anyone who’s worked in estate planning knows why it happens. The documents get signed, the binder goes on a shelf, and life moves on.

The problem isn’t legal. It’s logistical.

Each asset type—real estate, bank accounts, investments—requires different paperwork, signatures, and institutional coordination. Clients rarely finish all of it, and firms rarely have systems to track it.

When the client passes, what’s left is a perfectly drafted, completely unfunded trust, and a family back in probate.

If 70% of plans fail in practice, “funding follow-through” isn’t a bonus. It’s the new baseline for professionalism.

That’s the shift I’ve dedicated my work to, helping firms ensure every plan performs as intended.

Because no family should pay for a plan that doesn’t perform.

Disclaimer: We are not a law firm.

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How Financial Advisors Can Prevent Probate for Clients