Update An Estate Plan
Anaheim Wills and Living Trust Lawyers Update Estate Plans
Creating an estate plan is no easy task. It involves confronting your own mortality, gathering information about your assets, thinking through end-of-life issues, and making important decisions. So it’s only natural that when people complete the process, they breathe a sigh of relief and get back to living their lives.
But life is constantly changing. Your current financial and family circumstances are likely to be different from when you first wrote your will or estate plan. And, as circumstances change, estate plans must be revisited and updated.
Our Orange County estate planning attorneys revise and update clients’ estate plans
Our Anaheim wills and trusts lawyers meet with former clients and new clients to update their estate plans. By modifying our clients’ plans to accommodate changes in their lives, we help ensure that our clients’ current goals and objectives will be carried out.
If you want to learn more about drafting wills and living trusts, let us know. We will send you a complimentary pamphlet and DVD about the estate planning process. To receive a complimentary copy of our pamphlet, “The Ten Things You Must Know Before Creating (or Amending) Your Will or Trust” or a complimentary copy of our DVD, “Understanding the Revocable Living Trust: In Language that Anyone Can Understand in 8 Minutes,” let us know where to send them.
Have your personal circumstances changed since you last looked at your estate plan?
Since you last updated your estate plan, have you:
- Gotten married?
- Gotten divorced?
- Become a parent?
- Changed your mind about who you wish to inherit your assets?
- Substantially increased your assets?
- Sold off or given away a substantial portion of your assets?
- Moved to another state?
- Started a business?
- Experienced the death of your planned executor, beneficiary, or guardian?
- Changed your mind about medical interventions?
- Found a charity that you endorse?
- Allowed more than three years to pass?
- Experienced other life-changing events?
If you answered “yes” to any of these, you should have your will and living trust documents reviewed by an estate attorney.
You will leave our office with a comprehensive estate plan and the peace of mind that comes with knowing your affairs are in order.
We are thorough attorneys. We listen to our clients so that we understand their needs, desires, and goals. Getting to know our clients and their personal circumstances enables us to create personalized documents that will effectuate our clients’ goals. Having a well-planned, comprehensive estate plan in place gives our clients feelings of peace and satisfaction.
We also let our clients know what life events may necessitate a change to their estate plans, and we ask that they contact us if those life events occur. We view our relationships with our clients as ongoing relationships.
Please contact our Orange County estate planning attorneys for your estate planning needs
If you would like our California estate planning attorneys to review your current estate plan documents, contact us. You may reach us by calling (714) 459-5481 or by filling out an online contact form.
James F. Roberts & Associates, APC, drafts wills and living trusts for people who live in Anaheim, Orange, Villa Park, Yorba Linda, Fullerton, Huntington Beach, Placentia, Santa Ana, Irvine, Garden Grove, La Habra, and surrounding areas.
Helpful Articles About Updating an Estate Plan
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When you have entered into a second marriage it is important to update your estate plan to reflect the changes in your life.
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Modifying a living trust in Orange County periodically to you keep your estate plan is as updated as possible is very important.
If you do not continuously monitor your assets to ensure that your trust is properly funded, it may not work in the manner that you intended it to.
It is important to review and keep estate plans up to date, especially when a modification has not occurred in the last several years or even decades.
While there are many good reasons to update your estate plan after you legally separate from your spouse, you need to review your documents.
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