How to coordinate your CPA, attorney, and advisor (so nothing falls through the cracks)

Most families assemble their professional team one decision at a time. A CPA gets hired at tax season. An estate attorney gets hired when a baby arrives or a parent passes. An advisor gets hired around retirement.

Each professional does good work in their lane. But almost no one is responsible for the seams between lanes, where most planning failures actually happen.

A trust gets drafted but never funded. A beneficiary designation contradicts the will. A Roth conversion gets executed in a year the CPA could have warned would trigger IRMAA. None of these are anyone's fault, individually. They are everyone's fault, collectively.

Our role is to sit at the intersection. We do not replace your CPA or attorney. We make sure the three of us are working from the same plan, and that the seams are someone's job.