02/16/2026
Many families believe their estate plan is “done” once documents are signed, but as estate attorney Curtis Kaiser explains, that traditional “sign and forget” model often leads to unintended consequences.
In this educational session hosted by Halbert Hargrove Senior Wealth Advisor Nick Strain, Curtis shares why technically sound estate plans can still fail, the four critical moments where plans quietly go off track, and how families can build a more durable, conscious approach to legacy planning.
Topics covered include:
-Why “sign and forget” estate plans often fail
-The importance of aligning assets with your trust
-How life changes, law changes, and family dynamics can derail a plan
-Preparing trustees and beneficiaries long before the plan is needed
-The disconnect between decades spent building wealth and hours spent planning its transition
-Why communication and preparation—not legal documents—help drive successful multigenerational outcomes
-How a more intentional, ongoing approach helps support clarity, harmony, and continuity
This session emphasizes simple but powerful principles: keep your plan aligned, keep your assets aligned, prepare your trustees and beneficiaries, and maintain ongoing dialogue with your advisors.
Many families believe their estate plan is “done” once documents are signed, but as estate attorney Curtis Kaiser explains, that traditional “sign and forget...
