You signed the papers. You got the fancy binder. You checked that box off your to-do list with a flourish.
And then… crickets.
That beautifully crafted estate plan? It’s probably collecting dust somewhere—in a drawer, on a shelf, or let’s be honest, buried under a pile of old holiday cards in the garage.
You might think you’re all set. But here’s the uncomfortable truth: most estate plans fail.
Not because your attorney was bad. Not because of wild changes in the law. Not even because you made a mistake.
They fail because no one explained what comes after the signatures.
At Voorhees Law Group, we see things differently. Signing is just the beginning. If you want your plan to actually protect your people and your legacy, you’ve got to do these three things:
- Keep Your Plan Updated
Life is not a static painting—it’s a messy, beautiful, ever-changing masterpiece. Your estate plan needs to evolve right along with it.
Think of your plan like a car. You wouldn’t drive it for a decade without an oil change, right? Same thing here.
Update your plan if:
- You got married or divorced
- You welcomed a new child or grandchild
- You moved to a new state (California, we’re looking at you)
- You bought or sold a home or business
Even if none of these apply, things change. People you once trusted might no longer be the right choice, and laws are always shifting.
Hot tip: Review your plan every 2–3 years, and always after a major life event. If your law firm doesn’t help you do that, it’s time to upgrade. We believe in staying involved.
- Fund Your Trust (Seriously, Don’t Skip This)
You created a trust—yay! But did you actually move your assets into it?
If not, you’re sitting on a glorified stack of paper.
Funding your trust means retitling things like your house, bank accounts, investment portfolios, and even that quirky family business you love so much.
Here’s your quick checklist:
- Is your home deeded to your trust?
- Are your financial accounts titled correctly?
- Do your beneficiary designations line up with your plan?
If you’re unsure, don’t sweat it. Just reach out. We’ll help you figure it out.
- Tell Your People What You’ve Done
You picked a trustee, an executor, a power of attorney. You felt great about it.
But do they even know?
You’d be surprised how many people don’t tell their “helpers” they’ve been chosen—until it’s too late. That leads to delays, confusion, and sometimes, the dreaded probate process.
Let’s fix that. Your helpers need to know:
- That they’ve been chosen (no surprises, please)
- What their role actually involves
- How to get in touch with us
- Where your documents are stored
We even invite helpers to our workshops. Educating them now can save your family a lot of stress later.
Bonus: Do a Quick Check
Ask yourself:
- Have I looked at my plan in the past 2 years?
- Is my home titled in the name of my trust?
- Are my financial accounts correctly linked?
- Do my agents and trustees know they’ve been named?
- Do they know how to reach Voorhees Law Group?
If you answered “no” to even one of those, your plan could be in danger of failing.
This Is Where We Come In
We don’t believe in the “set it and forget it” estate planning model. We created our [Client Care Program] to help families like yours keep plans alive, current, and effective.
Here’s what you get:
- Annual reviews of your entire plan
- Updates when laws change
- Support with trust funding (no asset left behind)
- Education for your family and helpers
- 24/7 secure access to your documents
Because your life is full of change—and your estate plan should keep up.
The Bottom Line
You don’t need to scrap your whole plan. You just need to give it some love.
So go ahead, dig that binder out from under the holiday cards. Let’s make sure your plan works like you intended it to—protecting the people and the life you love.
Request a Consultation and let’s make your plan bulletproof.