Why You Should Review Your Estate Plan

pexels-steve-8347375

Changes You Can't Control

Politicians make new laws. You need to make sure your estate plan puts you and your family in the best position to respond to the new laws.

The most recent law changes that may affect your estate plan are:

Changes You Can Control

PEOPLE

The people you named as the "Role Players" in your estate plan - Successor Trustees, Guardians, Durable Power of Attorney Agents and Health Care Agents have changed over the years ... and you really need to name new people for those roles.

ASSETS
  • You bought and moved to a new home.
  • You have a new investment account.
  • You started a business.
  • You bought or sold a rental property.
  • You received an inheritance.
FAMILY
  • You have a new child.
  • You have a new grandchild.
  • You got married.
  • You got divorced.
BENEFICIARIES

You need to change your beneficiaries or change how much you want to give your beneficiaries.

How Do We Review and Update Your Estate Plan?

Easy and Convenient

1. Contact us by clicking the CONTACT US button above.

2. One of our smart and likable attorneys will get back to you right away to schedule a meeting to review your estate plan.

3. If you need to update your estate plan, the updates can be done in person in one of our California offices, or virtually by Zoom and with our remote online notary.

4. Once we determine what updates you need, we can give you a fixed fee price.