Document Review

We understand that life is constantly changing, and relationships and circumstances evolve over time.

Various factors like relocation, retirement, and remarriage can impact estate planning strategies.

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 Many clients already have estate planning documents in place, but these documents may be outdated or no longer practical.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.