Mistakes Your Attorney Might Be Making – What You Need to Watch Out For

Author: Nick Rosenbauer
Published: Thu 20 Mar 2025
Episode Link: https://completeestateplanning.podbean.com/e/mistakes-your-attorney-might-be-making-%e2%80%93-what-you-need-to-watch-out-for/

A well-drafted trust should protect your assets, ensure your wishes are followed, and make things easier for your loved ones. However, even estate planning attorneys can make mistakes that lead to costly problems. In this episode, we’ll cover four major mistakes attorneys make when drafting trusts—so you can recognize and avoid them in your own estate plan.

Here’s some of what we cover:

✅ Fund Your Trust: Unfunded trusts force assets into probate.

🔄 Plan for the What-Ifs: Backup trustees & beneficiaries are essential.

📆 Review Regularly: Life changes & tax laws can impact your trust.

👨‍👩‍👧 Customize Your Plan: One-size-fits-all trusts don’t work for unique families.

0:00 – Today’s question

1:51 – Coaching update

6:10 – Failing to Properly Fund the Trust

10:14 – Contingency Planning

14:55 – Reviewing and Updating the Trust

17:12 – Generic Planning

20:17 – Our process