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.

For a free consultation with Crain & Wooley, please complete our online scheduler. You can also give us a call at (972) 560-6288 to learn more about how we will work hard to protect your assets.

  • You made everything so convenient for me.

    “Thank you so much for doing all of the hard work for me. You made everything so convenient for me. It’s so nice to have everything organized in a nice binder.”

    - Carol E.
  • You (Shelly) and the staff at Crain & Wooley were so very easy to work with.

    “(Shelly) I want to thank you for working with me to prepare my Living Trust documents and portfolio. I’ve meant to do this for a long time. I even ordered a do-it-yourself kit online; however, I ...”

    - 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.

    “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. After a few minutes, Shelly had ...”

    - Brad Lemon
  • We recommend them without qualification to others having requirements for trust, will and related document.

    “Justin Crain and his staff provided outstanding professional services in preparing our living trust and associated documents. They are commendable for their respectful and efficient responses to all ...”

    - Gary Johnston
  • We would recommend Shelly Joyner as well as Crain & Wooley.

    “Shelly is exceptionally knowledgeable and fully answered all our questions involving a revocable living trust without our feeling rushed or pressured. The trust paperwork was tidy and informative and ...”

    - Brian Wenning