Estate plans aren't just a "set it and forget it" type of thing.

I think I've told clients, "Estate plans aren't just a 'set it and forget it' type of thing" at least three or four times this week. We do regular reviews of our clients' estate planning files in April and October each year. Each client's file gets reviewed and a letter sent with a checklist every 3-4 years, or more often if circumstances warrant it. Because the universe is fluid; our lives change, our financial situations change, our health changes, technology changes, our family relationships change, the law changes, and the world in general changes. If it's been a while since you've last reviewed or updated your Will, Power of Attorney, Trust, etc., give us a call for a review to see if we'd recommend any changes. Or if you've never made an estate plan and want some legal advice on where to start, give us a call at 253.858.5434 to see how we can help.