Articles

Stress-Test Your Estate Plan: Would It Work When Your Family Needs It Most?

Most people create an estate plan, sign the documents, put them in a drawer… and never look at them again. But here’s the truth: an estate plan is only effective if it actually works in real-life scenarios — not just on paper. Think of it like a financial fire drill. You hope you never need it, but if the moment comes, your family must know exactly what to do, who’s in charge, and how everything transfers. This is where stress-testing comes in.