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.
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.
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.
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.
The changes that you are thinking about are minor. You already have a great estate plan and you just want to make a few tweaks.Should you modify your will? Are you tempted to just do it yourself, but is that a good idea?
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Making the decision to update your estate planning documents is a wise and prudent move toward ensuring that your family is provided for