Coordination and Organization
Last Will based Estate Planning Clients
Package Price $250
Why You Should Use the Omega Continuation Review Program
Estate planning is not a one-time event—it's a living strategy that must grow, adapt, and stay current with your life. The Omega Continuation Review Program makes sure that happens. It is designed to protect your family, your assets, and your intentions long after your initial estate plan is created.
1. Life Changes—Your Plan Should Too
Marriages, divorces, births, deaths, relocations, and changing financial circumstances all impact your estate plan. The Continuation Review Program ensures that your trust, will, powers of attorney, and beneficiary designations always match your real-time wishes.
2. Avoid Common (and Costly) Mistakes
Most estate plans fail because no one keeps them properly updated. Outdated beneficiary designations, unfunded trusts, and missing documents can cause:
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Probate exposure
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Family disputes
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Lost assets
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Taxes and unnecessary legal fees
Omega reviews catch these issues before they become problems.
3. Ensure Your Living Trust Is Properly Funded
A trust only works if assets are titled correctly. Our continuous reviews verify:
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Real estate titling
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Bank and investment accounts
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Life insurance and annuity beneficiaries
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Business interests
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Personal property
Funding mistakes are one of the biggest reasons trusts fail—Omega prevents that.
4. Coordination With Your Advisors
We help organize communication between your attorney, financial professional, accountant, and family. This creates the unified planning team most people never have, ensuring every part of your plan works together.
5. Peace of Mind for You—and Clarity for Your Loved Ones
Your family shouldn’t have to guess what you wanted. With ongoing updates and binder reviews, your loved ones always have:
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A clear roadmap
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Organized documentation
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Instructions that eliminate confusion and conflict
6. Protection From Changing Laws and Rules
Estate and tax laws evolve. Omega helps ensure your documents and strategies keep pace with today’s legal landscape so your plan remains effective and compliant.
7. A Trusted Partner for the Long Term
Omega becomes your lifelong advocate—keeping your estate organized, verifying every detail, and helping you avoid the pitfalls that cause 70% of estate plans to fail. With our system of organization, coordination, execution, and verification, nothing gets overlooked.
