Existing Estate Plan Review & Update
Let Us Make Sure Your Important Affairs Are In Order
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? Our experienced legal team at Crain & Wooley can review your previously created documents and provide a consultation to determine which areas need to be strengthened, as well as which new legal tools should be included to ensure your legacy and wealth are preserved for your family and loved ones.
When Should I Review and Update My Estate Plan?
Periodically reviewing your estate plan can provide you with peace of mind because you will know it conforms to all current laws that can impact your unique planning goals.
Schedule your estate planning review appointment today so we can discuss the following:
- Major life events that require changing beneficiaries named in your will and trusts
- Financial and economic changes that impact your situation and planning strategy
- Long-term care planning options that should be considered if you are age 55 or older
- Adding or removing major assets from your estate plan that you have purchased or sold
Request an Estate Plan Review or Update Today
If you are ready to get started updating and reviewing your estate plan, then please contact our law firm serving Dallas-Fort Worth today to speak to one of our experienced estate planning lawyers about your concerns. We have a stellar reputation in the area of estate planning, and we are committed to delivering top-notch service to each client we represent. Set up your detailed review today so we can identify the strengths and weaknesses in your estate plan.
You made everything so convenient for me.- Carol E.
You (Shelly) and the staff at Crain & Wooley were so very easy to work with.- Dave K.
Finally got an estate plan after years of procrastination, mainly from fear…fear of the process. The fear disappeared as we had our initial meeting with Shelly.- Brad Lemon
We recommend them without qualification to others having requirements for trust, will and related document.- Gary Johnston
We would recommend Shelly Joyner as well as Crain & Wooley.- Brian Wenning