NEW! Try Our Online Estate Plan Self-Audit Review Tool
Use our ONLINE Estate Plan Self-Audit Review Tool to check up on your Estate Plan & determine if it might be time to talk to your attorney about an update!
What Life Circumstances Affect Your Estate Plan’s Status?
There are some common circumstances that typically impact your estate plan when they occur. Review this list and be sure to use our handy Review Tools provided above to ensure your plan stays up to date!
Think back for a moment – think of all the changes in your life over the past year (or more). What’s changed since you signed your will, trust, and other estate planning documents? If something has changed that affects you, your trusted helpers, or your beneficiaries, your estate plan probably needs to reflect that change.
Here are examples of changes that are significant enough to warrant an estate plan review and, potentially a revision to your plan:
A Birth
An Adoption
A Marriage
A Divorce or separation
Addictions
Incapacity/disability
Health challenges
Any Financial status changes – good or bad
Tax law changes (!)
Moving to a new state
Change in Family circumstances – for good or bad
Change in Business circumstances – for good or bad
CLICK BELOW TO START YOUR REVIEW!
Use our Online Estate Plan Review Tool to Help Guide You Through a Self-Audit of Your Current Circumstances and Whether Your Estate Plan Should be Updated!
Prefer pen and paper?
No problem. Simply download our Estate Plan Review Checklist!
DOWNLOAD YOUR CHECKLIST! 
DO YOU NEED TO UPDATE YOUR ESTATE PLAN?
IF YOU NEED AN UPDATE,
WE’RE JUST A MESSAGE OR PHONE CALL AWAY!
Use the form below to contact us or give us a call at
919-647-9599.
We’d love to hear from you!
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