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.