Update An Estate Plan
Anaheim Wills and Living Trust Lawyers Update Estate Plans
Creating an estate plan is no easy task. It involves confronting your own mortality, gathering information about your assets, thinking through end-of-life issues, and making important decisions. So it’s only natural that when people complete the process, they breathe a sigh of relief and get back to living their lives.
But life is constantly changing. Your current financial and family circumstances are likely to be different from when you first wrote your will or estate plan. And, as circumstances change, estate plans must be revisited and updated.
Our Orange County estate planning attorneys revise and update clients’ estate plans
Our Anaheim wills and trusts lawyers meet with former clients and new clients to update their estate plans. By modifying our clients’ plans to accommodate changes in their lives, we help ensure that our clients’ current goals and objectives will be carried out.
If you want to learn more about drafting wills and living trusts, let us know. We will send you a complimentary pamphlet and DVD about the estate planning process. To receive a complimentary copy of our pamphlet, “The Ten Things You Must Know Before Creating (or Amending) Your Will or Trust” or a complimentary copy of our DVD, “Understanding the Revocable Living Trust: In Language that Anyone Can Understand in 8 Minutes,” let us know where to send them.
Have your personal circumstances changed since you last looked at your estate plan?
Since you last updated your estate plan, have you:
- Gotten married?
- Gotten divorced?
- Become a parent?
- Changed your mind about who you wish to inherit your assets?
- Substantially increased your assets?
- Sold off or given away a substantial portion of your assets?
- Moved to another state?
- Started a business?
- Experienced the death of your planned executor, beneficiary, or guardian?
- Changed your mind about medical interventions?
- Found a charity that you endorse?
- Allowed more than three years to pass?
- Experienced other life-changing events?
If you answered “yes” to any of these, you should have your will and living trust documents reviewed by an estate attorney.
You will leave our office with a comprehensive estate plan and the peace of mind that comes with knowing your affairs are in order.
We are thorough attorneys. We listen to our clients so that we understand their needs, desires, and goals. Getting to know our clients and their personal circumstances enables us to create personalized documents that will effectuate our clients’ goals. Having a well-planned, comprehensive estate plan in place gives our clients feelings of peace and satisfaction.
We also let our clients know what life events may necessitate a change to their estate plans, and we ask that they contact us if those life events occur. We view our relationships with our clients as ongoing relationships.
Please contact our Orange County estate planning attorneys for your estate planning needs
If you would like our California estate planning attorneys to review your current estate plan documents, contact us. You may reach us by calling (714) 282-7488 or by filling out an online contact form.
James F. Roberts & Associates, APC, drafts wills and living trusts for people who live in Anaheim, Orange, Villa Park, Yorba Linda, Fullerton, Huntington Beach, Placentia, Santa Ana, Irvine, Garden Grove, La Habra, and surrounding areas.
Helpful Articles About Updating an Estate Plan
Own a Rental Property? Update Your Plan: Four Reasons for Modifying your Documents
Why is it so important for you to modify your documents after you acquire a rental property? Read more here about what you should consider.
Do I need to update my power of attorney if it does not contain a HIPAA provision?
Why does a power of attorney need to be rewritten if it lacks reference to the HIPAA Privacy Act? The following is an overview.
Four Reasons Why You Should Modify Your Estate Plan After the Death of a Spouse
The death of a spouse may require updates to be made to your overall estate plan. After losing your loved one it is important to consider updates.
8 Reasons to Update an Estate Plan Set Up to Benefit Children
If you do not want your children to receive your assets immediately, consider updating your estate plan. Learn common situations that might call for change.
Four Possible Modifications to the Estate Plans of an Unmarried Couple
In situations where unmarried couples have other living relatives, extra caution must be taken to try and prevent a legal challenge of the estate plan.
What Happens to Your Estate Plan If You’re Unmarried Domestic Partners and Go Through a Breakup?
Many couples build their lives together but opt to never marry. What Happens to Estate Plans If You’re in Unmarried Domestic Partners and Breakup?
Understanding the Process: 8 Steps for Updating an Estate Plan in California
What can you expect from the process of updating an estate plan in California? Here are steps that are commonly taken in updating an estate plan.
Make Sure You Want to Make to the Changes to Your Estate Plan Without Undue Influence
If you are pressured by someone to modify your estate plan, you and your lawyer should consider whether you are feeling the pressures of undue influenced.
Six Facts About Orange County Trust Amendments and Restatements
You may find yourself wanting to make changes to your trust, but you should discuss the options between trust amendments and restatements with your lawyer.
Ten Reasons to Modify Your Trust to Change Trustees
As time passes, your idea of who should serve as a successor trustee may change. When this happens, it is the perfect time to modify your trust.