05/06/2026
Most gaps in estate plans are not deliberate.
They arise from assumptions, timing, or simply not revisiting the plan over time.
The good news? These gaps are usually identifiable, and fixable.
In many cases, mitigation is straightforward:
• No provision for incapacity → put in place arrangements for decision-making during incapacity
• Outdated beneficiary arrangements → review and update to reflect current intentions
• Lack of clarity in instructions → refine and simplify the language
• No contingency planning → build in fallback options
• Over-reliance on verbal understanding → document intentions clearly
Fixing these gaps isn’t about starting from scratch.
It’s about making sure your plan can work exactly as you intended.
Because small gaps, left unattended, tend to surface at the worst possible time.
