Just like your annual physical, it’s a good idea to schedule a check-up for your estate documents to make sure everything is as you intend. Granted, it’s probably not the most exciting activity on your to-do list, but you don’t want to let important details derail all the work you’ve done.
The good news is that you don’t have to do it alone. Together, we can coordinate and comprehensively review the key considerations that can inform and affect:
- Wills
- Living Trusts
- Irrevocable Trusts
- Powers of Attorney
To make the most of your time, work through our checklist below: What Issues Should I Consider When Reviewing My Estate Planning Documents?
To download a PDF Copy, CLICK HERE.
If you answer “YES” to any of the questions, that’s a signal that we should dig a little deeper and identify the updates that may be needed to your documents.
It’s not always clear when you need to update estate documents. And sometimes life gets in the way and time slips by – it happens to all of us. That’s why I urge you to take a look at the checklist and then schedule some time for a conversation with your advisor.
We welcome the opportunity to support you in this planning process. It’s what we’re here for.
Kevin Nelson
Kevin Nelson is a financial advisor and CERTIFIED FINANCIAL PLANNER™ with Financial Synergies Wealth Advisors in Houston, TX.
