C4 – The Estate Audit: What You Hope Is Done Before “Mom” Die

This presentation by Josh Yager, Esq., CFP of Anodos Law outlines the importance of preparing an estate before a parent’s death to reduce burden and risk for the family. It introduces the Estate Audit, a structured process including document review, a detailed balance sheet, an estate tax pro forma, a “treasure map” of key assets and information, a settlement checklist, and a settlement risk assessment. It emphasizes common emotional and logistical barriers to getting organized, including fear of mortality and unresolved family conflict.