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.

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?

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.