Estate Review Consultation Forms

Life changes, and changes in the law often make it necessary to review your estate plan. During this review, we will:

  • Discuss your family situation to ensure that the terms of your estate planning documents still reflect your wishes and family situation;

  • Review the beneficiary designations of your IRAs and retirement plans to be sure you are taking advantage of the recent law changes;

  • Review your assets to be sure they are properly titled in your estate planning documents; and

  • Analyze the impact of the new tax law changes to see if your estate planning documents need to be updated.

Estate Planning Forms

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