You Should Review Your Estate Plan

Let us do it for you!


Why You Should Review Your Estate Plan?


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


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.

  • 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.
  • You have a new child.
  • You have a new grandchild.
  • You got married.
  • You got divorced.

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 submitting the form below.

2. One of our smart and likable attorneys will get back to you right away to schedule a FREE phone or Zoom session to review your estate plan.

3. If everything checks out, and no changes are needed, you are good to go.

4. If you need changes, the updates can be done virtually by Zoom and with our remote online notary - all from the comfort of your home. Same easy process as our Virtual Estate Planning.

5. Once we determine what updates you need, we can give you a fixed fee price. Depending on the scope of the updates, most updates cost $1,000 - $2,000.

Free Estate Planning Review with One of Our Attorneys