Trust Funding & Estate Documents: Last Call for Updates
Year-end is the perfect moment to make sure your legacy plan actually matches your life.
Most people have a trust…but haven’t properly funded it or updated key documents. That leaves assets exposed and intentions unclear.
Before Dec 31, review:
• Trust funding status (are your assets titled correctly?)
• Beneficiaries & successor trustees
• Wills, powers of attorney, and healthcare directives
• Business ownership + new assets acquired this year
• Gifting or legacy planning opportunities for 2026
A few strategic updates now can prevent major headaches later—and keep your family protected.
Ready for a quick year-end estate review?
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