A multi-point attorney review
Your estate plan might be complete. Is it correct?
LegacyCheck360™ is an attorney-led second look at your trust, will, and directives, so you find out what’s working, and what isn’t, before your family has to.
100% confidential | No obligation | Flat fee, quoted up front
Sample Report
What is LegacyCheck360™?
Every document is checked point-by-point against a firm-built review checklist, and every finding is personally reviewed by an attorney. Nothing is rewritten; this is a diagnosis, not a redraft.
“The trust is only as good as what’s actually inside it.” That’s the gap most plans never get checked for — until it’s too late to fix.
What gets reviewed
Whether your plan came from a DIY platform, another attorney, or your own filing cabinet, we review it the same rigorous way.
01
Revocable living trust
Validity, trustee succession, and whether the trust actually does what you think it does.
02
Will
Named executors/personal representative, execution formalities, and whether it still reflects your wishes.
03
Power of attorney and health care directive
Whether your wishes and decision-makers are current and enforceable.
04
Deeds & property funding
Whether real property was actually retitled into your trust — a common, costly gap.
05
Asset & beneficiary alignment
Accounts, insurance policies, and designations checked against your overall plan.
06
State-specific considerations
Tax, property, and long-term-care provisions relevant to where you live.
The kind of thing we catch
These are some examples that have come up time and again, and surface at the worst possible moment.
Names that don’t match
An agent’s name is spelled two different ways across documents, so a bank refuses to honor it.
Missed assets
Business or investment property that was never actually retitled into the trust, years after signing.
A box nobody checked
A health care directive with a key decision omitted, which can force a hospital to fall back on default rules.
Is LegacyCheck360™ for you?
Your plan was created through an online or DIY service
It’s been three or more years since anyone reviewed your plan
You’re a trustee or adult child who is unsure if your parent’s plan is sound
You want to know where you stand, before your plan is needed
You’re concerned about probate, long-term care, or asset protection
You’ve had a marriage, divorce, birth, death, or move since your plan was created or last updated
How it works
Upload your documents
Send your existing trust, will, POA, health care directive, and deeds through our secure client portal.
We review your plan, point by point
Our attorneys review every document against our review checklist and current law.
Review your report
Receive a plain-English report and dashboard, then discuss it live with our team.
Flat-fee pricing
One clear number, quoted before you commit to anything.
$1,250
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- Full trust, will, POA, and health care directive review
- Funding & deed review
- Traffic-light dashboard
- 30-minute meeting to discuss findings
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If your estate plan hasn’t been reviewed in 3+ years, chances are it’s out of date. Laws change. Life changes. LegacyCheck 360™ helps make sure your plan keeps up.
Common questions
How soon will I have answers?
Expect your results in about five business days. Need them sooner? A 48-hour rush is available. An attorney reviews your documents, so you get real answers, not a generic checklist.
Do I need to redo my entire plan?
Most reviews find specific gaps you can fix, not a plan you have to scrap. You will see what needs attention and what is already fine.
Is the review confidential?
Yes. We protect your documents and findings under the same attorney confidentiality rules that apply to every client.
Do I have to hire you to fix anything?
No. The review stands on its own. Your findings are yours to take to any attorney. After the review, if you want our help with the fixes, we quote that work separately, so you see the cost before you decide.
What does the review cost?
It is a flat $1,250. If you sign a new plan or restatement with us within 12 months, we credit $500 toward the total cost of the new plan or restatement.
Who is this for?
Anyone in California with a trust or will drawn up by another attorney or an online service. If you want an attorney’s second look at what you have, this is for you.
Don’t leave your legacy to chance.
A single review now can prevent months of probate, legal fees, and stress in the future.
LegacyCheck360 | (530) 764-5399 | www.legacylawsolutions.net