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
Think It’s Over? Think Again—You May Need to Reopen the Estate.
After implementing an estate plan, you may think your job is done. However, there are certain situations that could arise that require to reopen the Estate.
Are You Ready for an Estate Plan Update? Choose the Right Attorney .
Why should you be so concerned about having the right attorney drafting your estate planning update? Learn more here about what to look for.
10 Important Steps for Terminating an Orange County Trust
There are several important steps that you must follow in order to ensure that terminating an Orange County trust is handled properly.
Preventing Foreclosure: Real Estate Held in an Anaheim Revocable Trust
Wondering what to do if real estate held in an Anaheim revocable trust is facing foreclosure during trust administration? View here for more information.
Planning for Your Child’s Spouse: Anaheim Trust Modifications
After meeting with your attorney to discuss an update, there are several options available to you to include your child’s spouse in your estate plan.
Trust Accounting Not Required? Three Reasons to Do it Anyway
This information helps to ensure that the trustee carries out the administration properly. In some cases, however, the trust instrument itself may state that trust accounting not required.
How Moving Your Trust to California With a Trust Modification Makes Sense
If you recently moved to California and are considering moving your trust to this state, consider the following. Read More Here.
Orange County Wills and Trust Lawyer: Update Your Advance Directive
An advance directive serves as a road map for a family when the person in question is no longer capable of making important decisions.
Revocable Living Trust
Orange County Estate Planning Attorney Explains a Revocable Living Trust
What To Do About Automobiles in Your Trust
Often people get A trust set up and then ask about what to do about Automobiles in Your Trust. There’s a quirky law, you do not count your car in probate.