The EstateAudit Service

PROBLEM: Even the best-drafted estate plans can become outdated or misaligned with one's current assets and objectives, leaving a potential burden on their surviving spouse or executor.

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SOLUTION: Anodos identifies and removes the most common estate planning obstacles that increase the time, cost and frustration of settling one's estate.

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How We Do It

Anodos interviews the EstateAudit client (typically, Mom or Dad) to find out all the details that are needed for the orderly settlement of their estate. Next, we coordinate document collection with the client's professional advisors - CPA, attorney, investment advisor, etc. Finally, we produce work product which is critical to the eventual settlement of the estate/trust.

Who Is Our Client

The EstateAudit client is typically "Mom" or "Dad", whose estate will need to be settled. The surviving spouse or estate executor, most often a family member or friend, is the beneficiary of the planning that is done by Anodos and the client.

What's Included

  • ESTATE BALANCE SHEET: A detailed listing of what you own, including the “source of truth” for the existence and value of each asset/liability.
  • TRUST KEY TERMS: Simple summary of important terms in the estate plan.
  • BENEFICIARY DESIGNATION INSTRUCTIONS: Organizing and saving the forms naming who gets what when you’re gone for the non-trust, non-probate assets you own, such as IRAs, life insurance, POD accounts, annuities, etc.
  • ESTATE TAX PRO FORMA: Figuring out if you will owe estate taxes when you die and exploring if/how you could lower them.
  • DEED RECORDS: Making sure your real property ownership titling is correct.
  • KEY CONTACTS: List of contact information for important people and advisors.
  • PERSONAL PROPERTY INSTRUCTIONS: Documenting who gets your belongings like cars, guitars, or special collections to avoid fights between beneficiaries.
  • "TREASURE MAP": Writing down where important things are kept, such as safety deposit keys, the combination to the safe, cash grandma hid throughout the house, etc.

Pricing

The fixed fee is $3,150.

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Helpful Stuff

EstateAudit Checklist (PDF)(opens in new tab)
Avoidable Mistakes (video)(opens in new tab)

Schedule a call if you think we can help.

Common Questions...

  • Am I sure the house is in the trust?
  • Do the kids know where the safety deposit box key is?
  • Is the beneficiary form for my IRA correct?
  • What is to be done with the collection of gold coins?