The “Last Mile” Matters

Here’s something most people in estate planning know but rarely say out loud.
The majority of revocable trusts never actually control the assets they’re meant to protect.

We don’t talk about it because it’s not the drafting that fails; it’s what happens after.

Clients leave the signing meeting relieved, confident, and ready to move on. The next day, their trust binder goes on a shelf. Meanwhile, accounts, deeds, and policies stay where they’ve always been—outside the trust.

This isn’t an indictment of attorneys. It’s a reflection of how the industry evolved. We’ve optimized the front end of estate planning, the documentation, and left the back end (execution) largely to chance.

That “last mile” matters. Because a trust that isn’t funded is, effectively, a stack of well-drafted paper.

I started Trust Align to close that gap and to make funding as reliable and process-driven as drafting.

It’s time we measure success not by documents delivered, but by plans that actually work.

Disclaimer: We are not a law firm.