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Estate Planning Document Review

Just like your annual physical, it’s a good idea to schedule a check-up for your estate planning documents to ensure everything is as you intend. Granted, it’s probably not the most exciting activity on your to-do list, but you don’t want to let important details derail any planning you’ve already done.

The good news is that you don’t have to do it alone. Together, we can coordinate and comprehensively review the key considerations that can inform and affect:

  • Wills
  • Revocable Living Trusts
  • Irrevocable Trusts
  • Powers of Attorney
  • Living Wills

To make the most of your time, I’ve put together the following checklist, “What Issues Should I Consider When Reviewing My Estate Planning Documents?” If you answer “YES” to any of the questions, that’s a signal that you may need to dig a little deeper and identify the updates that may be needed to your documents.

It’s not always clear when you need to update estate documents. Plus, sometimes life happens, and time slips by. It happens to all of us. That’s why I urge you to look at the checklist and then schedule some time for a conversation with me. If you’ve identified any necessary updates, an estate planning attorney will need to be involved, but I welcome the opportunity to support you in this process.