Contrary to popular belief, estate planning is not a “one-and-done” endeavor. Just because you and your spouse sat down with an attorney to write a will when your kids were little, that doesn’t mean you’re set for life. But how do you know what needs to be updated? Do you even remember what you did 10 or 20 years ago? If you haven’t thought about your estate plan in years, we invite you to schedule a complimentary estate plan review with our team.
What Will We Do for You?
Our complimentary review starts with a 20-minute strategy session over the phone. We will ask you some questions about your family, assets, and goals for the future. Based on the information you provide, we will make recommendations for what we think you should do next. We will then make arrangements for collecting your current estate planning documents so we can look them over. Our complimentary review will include recommendations about:
- The legal documents we think you need
- Options for preserving your wealth
- Strategies for distributing your wealth after you are gone
- The possibility of needing long-term care one day
Because we want to give your plan our undivided attention, it will take us about 20 days to complete your review. When we are done, we will send you a detailed analysis of your current plan as well as details about getting it in the shape it needs to be in to protect you and your family now and in the future.
What We Typically See
When we review estate plans, we typically see the same things over and over. Wills and beneficiary designations often include ex-spouses or deceased individuals. Important documents such as healthcare and durable powers of attorney are missing. Assets are left vulnerable to things like nursing home care and estate taxes. Shared property is not properly titled to avoid probate. I could go on, but you get the idea. Almost every plan we review can be significantly improved with our help. And every family we meet is grateful for the advice we provide with no pressure or obligation to hire us. Read what a recent estate plan review client said about us:
I met with Attorney Littlejohn to review my estate planning options. He was well-prepared and clearly delineated the pros and cons of four possible options. He thoroughly answered my questions and waited patiently while I took notes. After each option, I repeated the information as I understood it, and he concurred or explained any misconceptions. I felt no pressure to make a quick decision, and I appreciated the time he devoted to assisting me in planning my estate. I highly recommend this attorney and will hire him when I make my decision regarding which option to pursue.
Would you like to experience this level of service? Fill out the form on this page, and we will be in touch with you shortly!