Most estate plans are signed once and then filed away. Life keeps moving. A new grandchild, a house you bought or sold, an account you opened, a trustee you would choose differently today: any one of these can leave a plan saying something you no longer mean.
Work through the list below. It takes about three minutes. If you tick even one box, it is worth a short call.
Then your plan is worth a look. Changes in your family, your assets, or your wishes can all affect whether your documents still do what you intended. A review lets Maria confirm whether an update or amendment is appropriate, and if nothing needs changing, we will tell you that too.
The full checklist stays on this page either way. Tell us where to send the PDF and we will also have it in front of us if you call.