TOP REASONS TO UPDATE YOUR ESTATE PLAN
An estate plan is not a "set it and forget it" document. It is a living set of instructions that must evolve as your life does. According to Caring.com, 23% of people have never updated their plan, leaving their families at risk.
COMMON TRIGGERS FOR AN UPDATE:
Family Growth: Welcoming a new child or grandchild.
Relocation: Moving to a new state with different probate laws.
Relationship Shifts: Marriage, divorce, or the passing of a beneficiary.
Asset Changes: A significant inheritance or the sale of a business.
WHY IT MATTERS
An outdated plan might list executors who are no longer able to serve or omit the very people you want to protect most.
“Trent Linville provided excellent service in guiding my wife and me in restating and updating our existing Revocable Living Trust.” - Joseph
DON’T LEAVE A LEGACY OF CONFUSION
If it’s been more than 3-5 years since you looked at your documents, it’s time for a review.
Click below to schedule your FREE discovery call today!
