Q: What are steps to take if I need to make changes to my trust or estate plan?

by | Mar 22, 2023 | Estate Planning, Q&A |

A: Here are 5 simple steps to update your estate plan:

1. Review your existing estate planning documents and make notes of the changes you want to make.

2. Create an updated inventory of your assets, how title is held, and who the beneficiaries are, if any.

3. Meet with your attorney to discuss the proposed changes and your current asset inventory.

4. Review the attorney’s drafts of the updated documents.

5. Sign the updated documents!