Congratulations on Funding Your Trust!

You've completed one of the most important steps in making your estate plan effective. This page includes helpful resources for maintaining your estate plan, answers to frequently asked questions, and guidance for keeping your plan up to date as life changes.

What’s Next?

Future Updates and Family Conversations

Now that your estate plan is complete, it's important to keep it current as your life and circumstances change. This page provides guidance on maintaining your plan over time and resources to help you have meaningful conversations with the people you've chosen to carry out your wishes.

Like we said, we pride ourselves in creating long-standing relationships with clients. We recommend reviewing your estate plan every three to five years even if you think nothing has changed. We encourage clients to connect with us whenever there is a major life event. 

Sometimes it’s difficult to share your plan with family members. We are happy to schedule one-hour family consults to introduce ourselves to family members and provide high level explanations of what you planned for in the case of your incapacity or death.



To-Do List

  • Fund Your Trust

  • Homework 2

Trust Funding Instructions

Post Consult Meeting

Frequently Asked Questions

  • We offer a range of solutions designed to meet your needs—whether you're just getting started or scaling something bigger. Everything is tailored to help you move forward with clarity and confidence.

  • Getting started is simple. Reach out through our contact form or schedule a call—we’ll walk you through the next steps and answer any questions along the way.

  • We combine a thoughtful, human-centered approach with clear communication and reliable results. It’s not just what we do—it’s how we do it that sets us apart.

  • You can reach us anytime via our contact page or email. We aim to respond quickly—usually within one business day.

  • We offer flexible pricing based on project type and complexity. After an initial conversation, we’ll provide a transparent quote with no hidden costs.

  • Collaborative, honest, and straightforward. We're here to guide the process, bring ideas to the table, and keep things moving.