Annual Communication and Update System: What can I do after I complete my Estate Plan?

by | May 16, 2022 | Annual Update System

It is often recommended that a person reviews his or her Will or Estate Plan at least periodically, or as circumstances change. Below are some circumstances which may occur in a person’s life that can warrant a consideration of updating a Will or Estate Plan:

  • A change in marital status
  • A change in health status
  • The birth or adoption of a child
  • A significant change in financial status
  • A significant change in tax or trust laws
  • The death of a beneficiary
  • A desire to add or change beneficiaries
  • A desire to change fiduciaries
  • The death or incapacity of a named trustee or other fiduciary

In order to keep a client’s estate plan up to date and in top working order, the Law Firm provides an Annual Communication and Update System to streamline minor changes to a person’s existing estate plan. An annual meeting is included with the System in order to determine what, if any, changes should be made to a person’s estate plan. Once the changes are identified the Law Firm will update the client’s existing estate plan to reflect such changes.

This System is intended to be a client privilege offered at a reduced rate to current and former clients as a way to thank them for their continued loyalty.


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