Plan Review Archives

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Do You Need to Review Your Estate Plan? (Estate Plan Review Checklist)

On: January 28, 2023

In: Estate Planning, Legal Resources, Plan Review

Download Your Estate Plan Review Checklist or – review your plan online using our ONLINE ESTATE PLAN REVIEW TOOL Updating your ESTATE PLAN regularly is vitally important – especially when you know your wishes or circumstances have changed. Use one of our Estate Plan Review Tools to determine if youContinue Reading

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NEW Online Estate Plan Self-Audit Review Tool

By: The Walls Law Group

On: January 28, 2023

In: Estate Plan Mistakes and Misconceptions, Estate Planning, Legal Resources, Online Tools, Plan Review

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 someContinue Reading

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Updating Your Estate Plan

By: Jason Walls

On: January 28, 2023

In: Asset Alignment, Estate Plan Mistakes and Misconceptions, Estate Planning, Legal Resources, Plan Review

Estate Planning is not a ‘once-and-done’ kind of thing. You’re never really done with an estate plan because when life changes, so might your plan. Continue Reading