Is my Estate Plan up-to-date?

Since you last revised your estate plan:

  • Have more than 3 years passed since your estate plan has been reviewed with an attorney?
  • Have you confirmed that the appropriate assets are transferred to the name of your trust?
  • Have you married or divorced?
  • Has your spouse died?
  • Has there been a significant change in the size of your estate?
  • Have you relocated to another state or purchased real estate in another state?
  • Have you or your children given birth to or adopted a child?
  • Has there been a serious illness in the family?
  • Have you had a change in your business interests or retired?
  • Has any heir/beneficiary to your estate married or divorced?
  • Are each of your heirs/beneficiaries financially responsible?
  • Are each of your heirs/beneficiaries over the age of 18?
  • Does any heir/beneficiary have “special needs” or have right to claim government disability?
  • Have you reviewed beneficiary designations on your retirement accounts and life insurance?
  • Do you have peace of mind that your estate plan will “work?”