"Let me outline in general the process we follow to avoid making inadvertent errors to your existing estate planning:

Find Your Plan: First, we need to find and look at the estate plan documents we made for you before.
Review Your Plan: Check the documents to see what parts you want to change.
List Changes & Trust Review: Think about what's different in your life now or what you want to change in your plan. If a trust is involved, let's discuss the funding of your trust and whether it's adequate to meet your goals.
Discuss Changes: In our meeting, we'll talk about what you want to change, including any adjustments to your trust and its funding.
Make Drafts: We'll write up the changes to your plan.
Check Drafts: You'll look at the drafts and tell us if anything else needs to change.
Sign New Plan: After you're happy with the changes, you'll sign the new documents.
Copy for File: We'll make a copy of the signed documents for our files.
Refile Documents: We'll refile the updated documents with your other important documents.

By following these steps, we ensure careful consideration and precision in updating your estate plan, minimizing the risk of errors and ensuring alignment with your current needs and goals."

The material is provided for educational and informational purposes only and should not be construed as legal advice. This Alert may constitute attorney advertising and is not intended to communicate with anyone in a jurisdiction where such an Alert fails to comply with all laws and ethical rules of the jurisdiction.

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