Time for a review if you have
- Married, divorced or remarried
- Welcomed a child or grandchild
- Moved to Texas from another state
- Bought or sold a home, business or property in another state
- Lost a spouse, executor, trustee or beneficiary named in your plan
- Had a child turn 18, or a family member develop special needs
- Gone 5 years without looking at your documents
What a review covers
Jonathan reads your existing documents, compares them to your current family, assets and beneficiary designations, and tells you in plain English what still works and what doesn’t. If updates are needed, he quotes a flat fee before any work begins.
Schedule an estate plan review. Schedule a consultation.