You signed the documents. Is the plan actually finished?
A will or trust says who inherits. It doesn't check whether your beneficiary forms agree with it, whether your trust was ever funded, or whether the people you named know where anything is. Estate Checkpoint is a free self-check that shows you where a signed plan quietly falls short, and gives you a checklist to take to your attorney or advisor.
Plain-English reads on where estate plans quietly break
A Perfect Estate Plan Fails If No One Can Find It
A well-drafted will and trust do no good if no one can find them. Here's a simple way to build a document list your family can actually use.
Before You Name an Executor or Agent, Ask Them First
Estate plans often name agents, executors, and trustees who never agreed to the job. Here's why asking first matters and what to tell them.
How the checkpoint works
Answer 15 questions
Your documents, your decision-makers, your accounts, your family, and whether it is all current. Yes, no, not sure, or not applicable.
Get your checklist
See what you reported in place, what to review, and what to clarify. Print it or save it as a PDF. A copy comes to your inbox.
Talk it through, if you want
The account items (beneficiaries, titling, what your heirs keep after taxes) are where Long Financial Services can help directly. 20 minutes, no products pitched.
We don't draft legal documents. We check that the plan works once they're signed.
Your estate attorney drafts wills, trusts and powers of attorney. What usually goes unchecked is everything around them: beneficiary designations that override the will, accounts never retitled to the trust, the income a surviving spouse actually lives on, and the tax bill heirs face on inherited retirement accounts. That's the part we look at, alongside your attorney and CPA, not in place of them.