A family came to us confused and frustrated.
Their parents had a trust. Everything looked right on paper.
But when their father passed, they discovered the hard truth — several key assets were still titled in his name alone.

The trust was beautifully written.
But because the home and a few investment accounts hadn’t been retitled into it, those assets had to go through probate.

Months of delay.
Thousands in fees.
And a family forced back into court — even though they thought they’d done everything right.

The plan wasn’t broken. The follow-through was.

We helped them correct it for the future, but the experience changed how they viewed estate planning.
It’s not just about having a trust — it’s about making sure the trust actually owns what it’s supposed to.

A good estate plan starts with good paperwork.
A great one ends with proper alignment.