Most estate plans fail before anyone dies. The trust document is fine — the funding, the beneficiary designations, the asset titling — that's where families get blindsided. Sam Price sits down with Josh Yager, Esq., CFP® and Managing Partner of Anodos Law, to walk through the estate audit: a six-stage process designed to catch those problems while there's still time to fix them cheaply.
Josh breaks down the three types of assets every estate contains, explains what an "orphaned case" costs a family, and makes the case for why adjacent professionals — CPAs, financial advisors — should be running estate audits, not waiting for the attorney's call after the diagnosis.
Josh has settled enough estates to know exactly where things go wrong. This conversation is a practical guide for anyone who touches the estate planning or settlement process.
In this episode, you will hear:
Resources from this Episode
The 6-Stage Probate Process: How to Navigate California Probate: https://a.co/d/82310Rw
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