Who is this for?
This service is for anyone who already has an estate plan but needs to review or update it. Life changes: marriages, divorces, births, deaths, moves to different states, changes in assets, and your estate plan should reflect your current situation. If it’s been more than five years since you created or reviewed your plan, it’s time for an update.
What you’ll receive:
A thorough review of your existing documents with recommendations for updates or changes based on:
- Changes in your family situation
- Changes in your assets or financial situation
- Changes in state or federal law
- Changes in your wishes or goals
Our process:
Bring your existing estate planning documents to our consultation. I’ll review everything, identify any gaps or outdated provisions, and recommend updates. If changes are needed, I’ll prepare revised or new documents. If your plan is solid, I’ll confirm that and provide peace of mind.
Your results:
Confidence that your estate plan reflects your current life and will work as intended. You’ll know whether your documents are legally sound, up-to-date, and aligned with your wishes—or you’ll have a clear path to making necessary updates.
How to get started:
Schedule a review consultation and bring your existing estate planning documents. We’ll assess what you have and what you need.
Investment:
$500 for comprehensive review; updates priced based on scope of changes needed
What’s included?
- 60-minute document review consultation
- Written summary of findings and recommendations
- Clear pricing for any recommended updates before work begins
Or call me directly at (706) 555-0147
Email: [email protected]