Planning Precision ReviewTM
Life changes, and so should your estate plan. Whether you've crafted your Will or Trust through an online platform or worked with an attorney years ago, critical details can be overlooked or become outdated. Online DIY programs, while helpful, often miss the most recent state-specific requirements, fail to properly integrate beneficiary designations, or overlook tax implications that could significantly impact your family's inheritance.
Meanwhile, major life events—marriage, divorce, new children, grandchildren, business ownership, or relocating to a different state—can create gaps in even professionally-drafted plans. The gaps can render your plan incomplete or even invalid.
Our Planning Precision ReviewTM process is affordable yet thorough and respects the work already done, offering objective, professional insight to strengthen your plan so it aligns with your intentions and the law, now and in the coming years. You deserve that peace of mind, and your loved ones deserve that level of security.