When to review your plan
- Marriage, divorce or a new partner
- A birth, adoption or a death in the family
- A move to another state
- Buying or selling real estate, or starting a business
- A change in who you trust to serve as trustee or agent
- It has been three to five years
Plans prepared by Wood Legal Group
Book an Estate Plan Review Strategy Session. It is 30 minutes and $175. If amendment or restatement work is recommended and you engage the firm the same day, the fee is credited toward that work.
Plans prepared elsewhere
If another firm prepared your plan, book an Estate Planning Strategy Session. We review what you have and recommend whether to amend, restate or start fresh.