Existing Plan Review & Update

Existing Plan Review & Update

Do you already have parts and parcels of an estate plan in place? Do you know if those pieces still comply with the law? Do these pieces accomplish your ultimate goal? Jacob and Justin will review your previously created documents and provide a 1-hour consultation to review any findings.

 

Reviewing previously created estate plans is important. A detailed review provides peace of mind and confirms that all current laws are being followed. If your documents are more than 3 years old, schedule your review appointment today.

Plan now to protect your assets.