If you already have an estate planning attorney, we can help. One of our estate planning attorneys will review your documents with you. If appropriate, the attorney will provide any recommendations directly to you and then update or amend your current plan. Or, you can take our recommendations to an estate planning attorney of your choosing.
If you already have an estate plan, one of our estate planning attorneys will conduct a comprehensive review of your current estate plan and recommend strategies to ensure that the plan aligns with current laws and fulfills your desired outcomes. From there, we will recommend whether we can revise your current plan or whether changes in your circumstances, objectives, or planning strategies mean that we’ll need to redo your plan.