The New Standard For Excellence: Integrating Verification Into Workflow

A trust can fail for many reasons: poor drafting, family disputes, bad timing. But the most common failure is far simpler. Assets never make it into the trust.
It’s one of the most preventable risks in estate planning, and yet it remains the most persistent.

We’ve normalized a system that treats funding as a client task rather than a professional process. When assets aren’t re-titled or assigned correctly, the trust you drafted isn’t just incomplete; it’s legally ineffective.

In other professions, the work isn’t done until it performs as intended. Architects don’t stop at the blueprint. Accountants don’t stop at projections. Yet estate planning often does.

In the next decade, firms that integrate funding verification into their workflow will set a new standard for excellence.

That’s the benchmark we’re helping attorneys reach, where every plan drafted is a plan that functions.

Disclaimer: We are not a law firm.