In this episode, Molly sits down with Jessica Schmitz, Founder of Fund Ease, LLC, to discuss why so many estate plans fail after the documents are signed and the critical role trust funding plays in ensuring a plan actually works when it's needed most.
Jessica shares the common reasons trusts go unfunded, why clients often fail to complete the funding process, and how law firms can improve follow-through, avoid probate risks, and deliver a better client experience.
You'll learn how to identify trust funding gaps, create a more effective estate planning process, improve client accountability, and ensure your clients' assets are properly protected from unnecessary probate and costly mistakes.