Investor Minute
Checklist: It may be time to review your estate documents
Just like your annual physical, it’s a good idea to schedule a check-up for your estate documents to ensure everything is as you intend. Granted, it’s probably not the most exciting activity on your to-do list, but you don’t want to let important details derail all the work you’ve done.
The good news is that you don’t have to do it alone. Together, we can coordinate and comprehensively review the key considerations that can inform and affect:
Wills
Living Trusts
Irrevocable trusts
Powers of Attorney
Living Wills
To make the most of your time, work through the checklist, Click HERE to gain access to our checklist: What Issues Should I Consider When Reviewing My Estate Planning Documents? If you answer “YES” to any of the questions, that’s a signal that we should dig a little deeper and identify the updates that may be needed to your documents.
It’s not always clear when you need to update estate documents. Plus, sometimes life happens, and time slips by. It happens to all of us. That’s why I urge you to look at the checklist and then schedule some time for a conversation with me. I welcome the opportunity to support you in this process. Click here to schedule a time.