What is Involved in “Reviewing” an Existing Estate Plan? What is the Cost and Process?

We frequently work with individuals and families that have some existing estate planning documents in place. Perhaps a Will and Trust were prepared several years earlier or a power of attorney was signed a decade ago. A client may ask if these are still effective and appropriate? Do they need to be updated? What do they say? It’s important to periodically review existing documents. For a new client review our fees are minimal and we perform a thorough review and detailed summary of all existing documents, coupled with straightforward recommendations. A review for an existing client is always free of charge. While estate planning documents would not normally “expire,” a review can be important in assuring that your goals and purposes are correctly and accurately in place.