Thoughtful Planning Saves Time & Money
Headway Advocates can help. We ensure your estate plan is complete and easy to carry out, and when the time comes, we support lay successor trustees through trust administration.
Estate Audit
Ensure the people you love can find what they need
You have a trust, but do your loved ones know which bills are due this month? Your phone password? The safe combination? If the people who'd need to act on it don't know how to access things, or accounts were never retitled into the trust's name, the plan can fail when it's needed.
Our Estate Audit ensures these kinds of details are readily accessible and helps your estate settle faster, at lower cost, with less risk.
What’s Included:
Facilitate concise, practical sessions focused on essential decisions rather than lengthy intake forms
Ensure every asset has a clear distribution plan designed to minimize probate delays
Create a combined digital and physical estate vault containing key documents, contacts, accounts, and asset locations
Successor Trustee Support
Organize & prioritize the important steps of distributing an estate
You’ve agreed to serve as successor trustee which is a meaningful responsibility, but it can quickly feel overwhelming — especially when you have a long checklist of requirements during an already emotional time.
We support you with the operational and administrative work of settling an estate to ensure nothing falls through the cracks. We provide professional trustee support to organize the work, coordinate with professionals, identify priorities, and complete administration with less time and financial cost.
What’s Included:
Free initial consultation to understand your situation and provide overview of a typical trust administration process
Create a customized, prioritized roadmap & checklist for your work
Share our recommended, vetted network of trust administration professionals (attorneys, CPAs, real-estate professionals, etc.) and help you identify next steps