An estate plan is built around the family, property, responsibilities, and intentions you have when the documents are signed. A few years later, you may own different assets, have new family circumstances, or face legal changes that were not part of the original planning conversation.
Alatsas Law Firm has an Estate Planning Maintenance Program for that period after the signing. Its annual review process brings the plan back into the conversation so changes in your family, assets, goals, and the law can be considered against the documents already in place.
The Annual Review Creates a Reason to Reopen the File
Estate-planning documents can spend long stretches of time untouched. That is understandable when life feels stable, but important changes do not always arrive with an obvious reminder to revisit a will, trust, power of attorney, or health care directive.
