02 - REVIEW

Does what you have work with the plan you created?

DISCOVER → REVIEW → REQUEST → SUBMIT → VERIFY → COMPLETE

Now Review What You Found

DISCOVER identified the pieces. REVIEW determines what needs attention.

The goal is not to put everything into your trust. Different assets may use different ownership or beneficiary strategies.

Use your estate planning documents, funding instructions, and appropriate professional guidance when needed.

Review One Asset at a Time

For each asset or account, compare:

What you have now

with

What your estate plan or funding instructions indicate should happen

Then determine whether they appear to match.

Your REVIEW Tool

Asset Review Worksheet™

Use this worksheet for each asset or account you review.

It helps you document:

• Current ownership and beneficiary information
• What instructions or information you have
• The intended result
• The current setup
• Whether the two appear to match
• Your REVIEW result
• Your next step and who has the next action

Your REVIEW Result

For each asset, your result should fall into one of these categories:

☐ NO ACTION IDENTIFIED
☐ ACTION IDENTIFIED
☐ MORE INFORMATION NEEDED
☐ PROFESSIONAL GUIDANCE REQUIRED
☐ CORRECTION REQUIRED

When You Don't Know

Don't guess.

Document the question, identify who can answer it, and make getting that answer your next step.

If the question involves legal interpretation, taxes, investments, insurance, beneficiary decisions, ownership consequences, business agreements, jointly owned property, or another issue requiring professional judgment, stop and get the appropriate guidance.

STOP does not mean something is wrong. It means you reached a question that deserves the right answer.

REVIEW COMPLETE?

Before continuing:

☐ Every unresolved item has a next step.
☐ I know who has the next action.
☐ I updated my Master Trust Funding Dashboard™.

READY FOR THE NEXT STEP?

Once REVIEW has established what needs to happen, the next step is to find out what the institution actually requires to carry it out.