Attorney Marc Sherman recommends a review of Estate Planning documents and Estate Planning goals at least every 2 to 3 years, or if an important life event has taken place.
Our new and returning clients interested in a thoughtful and affordable review of their Estate Planning materials and updates to accomplish their Estate Planning goals are best prepared if they are able to provide the following documents and information in advance of the meeting:
Materials for our review:
Please provide or be prepared to discuss with your Attorney the following Estate Materials:
~ Last Will and Testament and any Codicil(s)
~ Living Trust Declaration and any Amendments
~ Other Trust, if you have a Charitable, Life Insurance Trust or other Trust
~ Living Will Declaration
~ Power of Attorney for Healthcare
~ Power of Attorney for Property (Financial Matters)
~ Other Materials prepared for your Estate purposes
Information for review with your Attorney:
Please provide or be prepared to discuss with your Attorney the following information to assist with the review and updating of your Estate Materials and Estate goals:
1. Have you or any immediate family member experienced any change in your health since the last review of your Estate Documents and Estate goals? In particular, describe any significant illness or injury.
2. Has any close family member passed away since the last review of your Estate Documents and Estate goals?
3. Have you moved your residence since the last review of your Estate Documents and Estate goals?
4. Have you purchased or are you expecting to purchase real estate for personal or investment use since the last review of your Estate Documents and Estate goals?
5. Have your investments changed (including financial and bank account locations, CDs, Bonds and other investments or accounts) since the last review of your Estate Documents and Estate goals?
6. Has there been any other significant event involving you or an immediate family member since the last review of your Estate Documents and Estate goals? Include challenging situations, such as a bankruptcy filing, loss of a job, foreclosure, or lawsuit. And, positive events, such as birth or adoption of a child or grandchild, promotion, new business start-up, child’s graduation, or others.
If you have not discussed how to create Estate documents to meet your Estate Planning goals, or if you have not reviewed your Estate Planning materials in some time, we can assist. Email to Marc Sherman at msherman@mshermanlaw.com.
