These services align the estate documents with real-world account details. In this way, your instructions match how assets and decisions are managed in practice. Our primary target is to prevent mismatches between what your attorney drafted and what your banks & brokerages and insurers have on documents.
This option is very leverageable after major life events or when the paperwork is scattered across distinct providers. We present the typical triggers below:
The performance connects legal documents to the assets and instructions they are meant to control. Varying in parallel to your distinct situation, coordination might cover the below actions:
Estate planning team coordination brings transparency to roles to keep everyone in their dedicated lane. Your attorney handles legal drafting & legal advice. On the other side, the CFP work is to organize inputs & surface conflicts and assist the group in closing gaps without delay. Dimov Tax does not draft legal documents or provide legal advice. Your attorney remains responsible for legal drafting & legal guidance.
| Item | Attorney | CFP services (Dimov Tax) | Client |
|---|---|---|---|
| Draft or update legal documents | Yes | No | — |
| Review / Approve | — | — | Yes |
| Gather account, policy and ownership details | Sometimes | Yes | Present records |
| Flag conflicts between documents and account settings | Sometimes | Yes | Confirm intent |
| Create an implementation checklist and track follow-through | No | Yes | — |
| Sign and submit forms | No | No | Yes |
Estate planning coordination ends with a completable action checklist along with a quality, to-the-point set of questions for your attorney if changes are necessary:
A compact set of documents speeds up the review and naturally lowers follow-up requests. Bring:
Even small administrative details have big potential to change what gets reported, who receives tax forms and when specific filings appear. A coordinated file presents assistance in terms of limiting preventable surprises linked with ownership structure & inherited account rules.
If you require estate planning coordination managed in a practical and organized way, contact us today. Our experts stand ready to present this coordination services under our CFP services.
It’s a check that the will or trust matches how your assets are titled & how key accounts are set up.
Pricing starts from $480, changing with document volume and how many accounts need review.
It confirms the primary and contingent beneficiaries on retirement accounts & insurance policies match your intent.
Generally, yes. Retirement accounts and life insurance usually follow the beneficiary form or TOD instruction on file. If an asset has no beneficiary — your will or trust might control it.
We confirm who you named and what the documents say. Afterwards, we flag gaps for your attorney in order to update if required.
Clients generally finish the review in one or two meetings. Then the timing elements vary in line with the paperwork and attorney turnaround.
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