The documents are signed. That doesn't mean the plan works.
Most estate plans are never fully carried out. The trust is created but never funded. The deed is never retitled. A beneficiary form still names someone from a previous marriage. Nobody finds out until it matters.
The Estate Plan Execution Review tells you, in writing, where your plan and your actual accounts don't line up — and what to do about it.
Signing was step one. There was supposed to be a step two.
Your attorney drafted the documents and did that part well. But implementation happens at banks, brokerages, insurance companies, and the register of deeds — and it happens after the appointment ends.
Ten years go by. Accounts get opened and closed. A house gets refinanced. Someone dies, someone remarries. The plan on paper slowly stops describing the family that actually exists.
We've seen the common ones: a revocable trust with nothing in it. A brokerage account that never got retitled after a refinance. An old 401(k) at a former employer nobody remembered. A beneficiary designation that overrides the will entirely, naming someone the family assumed had been removed years ago.
None of these are dramatic. All of them are fixable — if someone looks.
What you get
A written report, in ten business days.
Every account, policy, and property we could identify, and how each is actually titled. Every beneficiary designation, and whether it matches what the plan intends. A numbered list of every gap between the plan and the reality. Which gaps matter most, and which professional should handle each one. A clear list of what we could not confirm, and why. A 45-minute call to walk through all of it. And a summary your attorney or advisor can work from directly.
We find the gaps. We don't fix them ourselves.
Granitefield handles financial administration. We are not attorneys, CPAs, or investment advisors, and we don't pretend to be. When we find something that needs a legal document changed, that goes to your attorney. Tax question, your CPA. Account change, we tell you exactly what to ask the institution for.
What we do is the part nobody else is doing: actually looking, writing it down, and making sure it doesn't stay in a drawer.
One conversation tells you whether this is worth doing.
The review is a fixed fee, quoted before any work begins — never after. One price, whatever the estate looks like.