For those who attend my presentations, I offer a free, no obligation estate planning audit. There are two reasons for the audit. First, we discuss what is accomplished with their current estate plan. Second, we discuss whether that plan addresses the issues of concern to them.
Often these individuals have a trust (not always created by an attorney), but have no idea why. Perhaps they were told a trust would help them avoid going through “probate”, but they aren’t sure what they are avoiding.