Some estate planning attorneys offer a periodic estate plan review for their clients. Alternatively, some firms offer newsletters where you can learn more about estate planning, current developments in the law, and related topics.
Being a part of a review program or newsletter list reminds you to think about your estate plan regularly (once a year or every few years depending on the terms of the attorney’s review program or on a more frequent basis depending on the firm’s newsletter calendar). Staying in touch with your attorney will help you keep your estate plan current with changes in the law and your personal situation. Remember: an estate plan will only work to the extent that it continues to reflect your ever-changing wishes and needs.
Schedule an appointment to create the best possible plan to meet your personal and financial needs.
