Update Your Estate Plan When Life Changes
If you already have a will or trust, it may need to be updated over time.
Changes in your life, family, or finances can affect how your documents should be set up. Reviewing and updating your plan helps make sure everything still reflects your wishes.
Debra will meet with you in a place that is comfortable for you, making it easier to review and update your documents without the need to visit a law office.
When Updates May Be Needed
Even small changes can make a difference. You may need to update your will or trust if:
Your family situation has changed
You want to add or remove someone
Your assets have changed
Your documents no longer reflect your wishes
Trust Amendments and Will Updates
A trust can often be amended without creating a completely new document and a will can be updated to reflect changes in your situation.
You will review your current documents and talk through what needs to be updated so everything is clear and accurate moving forward.
This process is designed to be easy to manage. You will meet in a place that is comfortable for you, whether that’s your home, a hospital, or another convenient location. You will go through your documents and make the updates needed.