Secure Your Legacy: The Crucial Importance of Aligning Your Assets in Estate Planning

August 14, 2023 Austin DuBois

Estate planning plays a crucial role in securing your and your family’s financial future. At DuBois Law Group, we recognize the significance of “asset alignment”, an aspect of estate planning often overlooked by other law firms. It’s an essential part of the process we’ll guide you through when you visit our office or speak with any of our trusted legal professionals.

Whether you own a house, a business, or have investment accounts, your estate planning attorney should have a comprehensive list of your assets. This way assets are preserved correctly, preventing unnecessary costs and headaches down the road.

Creating a trust document is only a piece of the puzzle. You’ll need additional documentation to ensure assets like your house or investment accounts align with the goals and designations set forth in your trust. For example, if you own property, you’ll need new deeds. If you have investment accounts with beneficiaries, it’s imperative to list the right beneficiaries.

During your initial planning, we provide a detailed questionnaire to help you identify all your assets. We then discuss your goals regarding asset protection as part of our service. Sometimes, clients prefer to handle simple documentation themselves (e.g. putting one bank account in a trust.) We provide written instructions for those folks. Alternatively, when protecting multiple assets, our team can work closely with you to correctly complete the necessary documents to fund your trust. If needed, we can do the paperwork for you, providing the highest degree of certainty your wishes will be carried out effectively.

We also offer a Client Care Program: an annual maintenance service reminding you to review your plan and assets. Situations and assets usually change over time, so we prompt you to make any necessary changes. This streamlines estate planning and proves more cost-effective in the long run.

When considering whether to invest in a trust or estate plan, it’s important to understand what’s included in the fee charged by an attorney. Don’t fall for lower upfront fees that exclude the necessary help and oversight for a proper estate plan. This often leads to additional costs and services down the road, making it like the old saying “a penny wise and a pound foolish”.

If you’re ready to start your estate planning, securing the future for yourself and your loved ones, contact DuBois Law Group today. Our experienced team is here to guide you through the process, provide tailored recommendations, and align your assets exactly as you envision. Give us a call at (845) 420-7999 or email our team at to schedule a consultation and take the first step toward peace of mind.