Document Review
Various factors like relocation, retirement, and remarriage can impact estate planning strategies. A comprehensive review can help ensure your estate plan remains aligned with your evolving needs and wishes.
Decision-makers we once named may not be the best fit for us now. Many clients already have estate planning documents in place, but these documents may be outdated or no longer practical. To ensure your plans remain current and effective, it’s recommended to review estate planning documents every three years.
If you have concerns about your existing documents, don’t hesitate to reach out for a document review meeting. We provide the necessary information to make informed decisions. As a gesture of appreciation, we offer complimentary estate plan reviews every three years for life, as long as we’ve created your will or trust plans.
Estate Planning Document Review in Wilmington, NC
Serving New Hanover, Brunswick, Pender, and Onslow Counties, our Estate Planning attorneys specialize in ensuring your estate plan remains up-to-date. With a comprehensive document review in Wilmington, NC, we’ll assess your current plan and make necessary adjustments to align with your evolving goals. From updating beneficiaries to revising tax strategies, we’re here to protect your legacy.