ESTATE RISK
Contested Administration Risk
A legal challenge disrupts estate administration.
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Prepare for the unexpected.
Explore the gaps that can disrupt a family’s plans, with perspectives and examples from the interview library.
25 topics
ESTATE RISK
Elevated Special Needs Planning
This is to describe the extra complications that are involved with special needs planning
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Emergency Guardianship or Conservatorship Form Risk
Required emergency care or court-related forms cannot be found or prepared when needed.
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Multi-State Administration Risk
Assets or legal processes in multiple states complicate administration.
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Trust Funding and Account Titling Risk
An asset intended for a trust was not transferred or was titled incorrectly.
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Power of Attorney Activation Risk
A power of attorney cannot be used when a representative needs to act.
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Plan Drift Risk
The overall plan gradually stops fitting circumstances or goals.
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Document Intent Communication Failure Risk
People know a document's instruction but do not understand the reason behind it.
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Aging Executor Risk
An executor's increasing age raises concern about availability or ability to serve later.
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Successor Trustee Friction Risk
A successor trustee's appointment or work creates delay, disagreement, or difficulty.
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Law Firm Dependency Risk
Access to critical documents or knowledge relies on one law firm remaining reachable.
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Executor Capability Risk
A chosen executor is unable, unprepared, or unwilling to perform the role.
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