How Often Should You do an Estate Plan Review?
Outdated Estate Plan?
An Estate Plan Review Helps You Deal with Life Changes
Once you have your estate plan drafted and and your selected assets funded into your Revocable Living Trust, you can’t simply throw your estate planning documents into a drawer and forget about them.
If some years have passed since you funded your Trust, or signed all the various Estate Planning documents, there may have been changes in the laws coupled with critical changes in yours’ and your loved one’s life circumstances. That means that your estate plan is now out of date and out of tune with the realities of your life situation. An estate plan review or trust review is needed. Your estate plan might need a legal tune-up.
Don’t worry, we make the review process straight-forward and if changes are necessary we provide expert, yet affordable legal services.
Do you Have a Trust? – Is it Outdated? – Have there been “Life Changes?”
Here are some things to consider that may warrant an estate plan review
If you have recently married, divorced or widowed, had a child or grandchild, one or more of your children became legal adults, purchased a home or other property, inherited some money, or experienced some other significant life change, now is the perfect time to review your Will, Trust or Estate Plan to make sure it reflects your current circumstances and addresses your long term wishes and desires. Orange County Estate Plan Review Lawyer, David Crockett, strives to remain in touch with Trust and Estate Planning clients because he knows that “life happens” requiring minor –but necessary– changes to estate plans every so often.
Trust and estate planning lawyer, David Crockett focuses primarily on Trusts, Probate and other instruments of Estate Planning, he keeps abreast of the latest estate planning options available, court rulings and congressional rulings to better serve his clients and protect their estates
If you have an existing Estate Plan, take a short quiz to find out if outdated:
If you have answered ‘YES’ to any of these questions – we strongly recommend that you schedule an estate plan review appointment. As always, we will review your documents at an introductory meeting for free!
Free Estate Plan Review Meeting
I encourage you to reach out to make that free Estate Plan review meeting with me by calling (949) 229-7034. There is absolutely no pressure whatsoever. Typically, people will want to sit down with a trust and estate planning lawyer to review their existing estate plan or discuss what types of alternative trust(s) might be better-suited for your ever-changing life situation. I am pleased to offer that service to residents of Orange County and beyond.
If it is late at night or inconvenient to call me, please fill out my online case evaluation form. This form comes directly to my desk. I will contact you the minute I see it.
Office Location and Map
We are located near the Orange County California John Wayne Airport. My office is catty-corner from Fletcher-Jones Motorcars; —right behind the rear entrance of Newport Lexus on Dove Street. Here is a picture of my office building and a Google Map to get your bearings.