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.

  • 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
  • Justin made it very easy.

    “We now have peace of mind.”

    - Mike and Carolyn Dickey
  • Your professionalism and ability to explain things was phenomenal.

    “Professional, congenial, and extremely helpful.”

    - Edward and Janice Tietz
  • Extremely efficient and kept us on track.

    “We wholeheartedly recommend Justin Crain and his firm”

    - Gayle Stoumbaugh
  • We could not be more pleased with the final results

    “Justin, Joy and Brianna were all helpful, efficient, courteous, professional and do their jobs well.”

    - Curtis & Virginia Smith