What should my financial advisor do after I sign a trust?

Your financial advisor should help review account titles and beneficiary designations so your financial accounts line up with your estate plan.

This may include checking taxable accounts, IRAs, 401(k)s, annuities, life insurance, transfer-on-death designations, and contingent beneficiaries.

We frequently coordinate with financial advisors because estate planning documents and financial accounts need to work together. The lawyer drafts the plan. The advisor helps make sure the accounts are rowing in the same direction.

*Reviewed by Estate Planning Attorney Casey Connealy, Partner at Gaughan & Connealy Estate Planning Attorneys on June 23, 2026.