Estate Plan Review video
Every will, trust, power of attorney and beneficiary form read, every asset traced to the person who would receive it today, and every mismatch with the client's goals cited for the first meeting. 1:14
What the film shows
Reads a client's existing wills, trusts and POAs and compares them to goals, law and assets
Agents read every plan document and form, trace each asset by its title and beneficiary form to the people who would receive it today, lay the client's goals over that flow, flag law changed since signing and draft a cited review letter with questions for the client; the attorney orders the recommendations and signs.
Transcript
- Estate Plan Review shows estate lawyers where a client's money really goes.
- The new fifteen million dollar exemption sends older plans back for review.
- Harold brings an old will and trust, two powers of attorney and eleven assets.
- Agents read twenty-seven documents and trace each asset by its title or form.
- His 1.2 million dollar 401(k) still pays a former spouse, under an old form.
- Four assets bypass the trust against his goals, and Lorraine has no right to the home.
- Law since signing is flagged, and the formula clause checked against the exemption.
- Beatrice makes that form the first fix, and signs the cited letter.
- A cited summary and gap list for the first meeting, not two hours of reading.
- Built on Botminds: agents, data, screens and governance on one platform.
The narration as written for the film. Captions are on the player.