A family came in after their mother passed.
She had a trust.
She had an estate plan.
She thought everything was in place.

But the details told a different story.

Her house was still titled in her own name.
Her bank account was joint with one child — unintentionally disinheriting the others.
Her IRA had an outdated beneficiary from years ago.

The trust couldn’t fix any of it.

Her kids still had to go through probate.
Still had to pay legal fees.
Still had to navigate confusion and frustration they never saw coming.

And it wasn’t because she didn’t plan.
It was because the details didn’t match.

Titles matter.
And they don’t fix themselves.

That’s why every estate plan needs regular checkups — to make sure your assets are aligned with your trust and your goals.
Because even the best-written plan can fall apart without proper follow-through.