Post-Signing Estate Operations
Keep Estate Plans Active, Accurate, and Accountable.
DriftHQ helps estate planning firms manage the work that happens after documents are signed—from trust funding and ownership verification to annual reviews, compliance tracking, and ongoing client maintenance.
Live trust file
Smith Family Trust
Funding progress
78%
2 verified
3 need attention
Primary residence
Ownership verified
Brokerage account
Proof still needed
Annual review
Scheduled for May 2027
Smith Family Trust
Client: John & Mary Smith
Funding Status
Partially Funded - 78%
Last Updated
May 12, 2026
Verified
Primary Residence
Titled to Smith Family Trust
Verified May 10, 2026
Vacation Home
Titled to Smith Family Trust
Verified May 9, 2026
Needs Attention
Brokerage Account
Proof not uploaded
Chase Checking
Not verified
Asset Schedule
Missing
Audit Trail
Recent Activity
Residence ownership verified
May 14, 2026
Deed uploaded
May 17, 2026
Brokerage account approved
May 21, 2026
Trust marked fully funded
June 3, 2026
Compliance Flags
The post-signing lifecycle
Every Stage After Signing, In One System.
Estate Plan Signed
Trust Funding
Annual Review
Life Events
Tax Monitoring
Document Updates
Every Funding Decision Is Documented.
DriftHQ maintains a complete funding history, including ownership verification, uploaded proof, approvals, status changes, and annual reviews.
Funding History
May 14, 2026
Trust imported
May 14, 2026
Primary residence ownership verified
May 17, 2026
Deed uploaded
Warranty Deed.pdf
May 21, 2026
Brokerage account approved
Brokerage Transfer Confirmation.pdf
June 3, 2026
Trust marked Fully Funded
May 14, 2027
Annual Review Scheduled
May 14, 2027
Built For Future Questions.
Trusts often remain in place for years or decades. DriftHQ preserves the history behind every funding decision, making it easier to understand what was completed, what evidence exists, and what still requires attention.
App workflows
From Signed Estate Plan To Ongoing Lifecycle Work.
DriftHQ keeps the post-signing work visible: what was imported, verified, approved, assigned, flagged, and preserved for the trust file.
Screen 1 of 6
New trust
Nadia Park Irrevocable Trust
Executed document parsed into a reviewable funding checklist.
Source document
Executed trust upload
Park Irrevocable Trust.pdf
42 pages · uploaded by Sarah Johnson
Confidence
92%
Fields found
18
Extracted funding checklist
Review before creating planned ledger items
Trust name
Nadia Park Irrevocable Trust
ReadyGoverning state
New York
ReadyTrustee
Avery Park
ReadyReal estate
412 Hudson Ave, Albany NY
Needs title checkBrokerage
Fidelity TOD account ending 8821
Proof neededProfessional utility
Screen Estate Planning Matter Risk Before The File Gets Urgent.
Run a professional matter assessment for estate tax exposure, planning complexity, review priority, attorney flags, and file-ready follow-up.
Open the AssessmentMatter triage
5-10 min
Review priority
Auto
Exports
PDF + notes
What firms can catch
Trust signed but primary residence never retitled
Brokerage account listed but no proof of transfer uploaded
Annual review overdue
Real estate asset transferred out of the trust
Estate tax exposure approaching state or federal threshold
Missing asset schedule or incomplete funding evidence
Founding Firm Program
We're Building This With Forward-Thinking Estate Planning Firms.
We are working with a small group of estate planning firms to refine trust funding verification workflows.
Early access to new features
Direct input into product roadmap
Preferred pricing during the program
Interested In Joining?
Help shape the future of trust funding verification and ensure your firm is ready for what's next.
Learn More About The Program