How To Review Your Estate Plan at Home

Before you visit with your attorney, do you know what to look for in your documents? Here are some suggestions:

We provide all our clients with a client notebook containing all their estate planning documents. So you have this notebook, but how should you use it?

Here are some useful tips to make the notebook work for you:

1. Take the notebook out and read through it twice each year.

2. Pay attention to the provisions about your decision makers, how you are providing for your kids and/or grandkids and who you have in control if you become incapacitated or when you die.

3. While you read these sections, ask yourself if what you are reading matches what you now want to have happen. If you see an issue, it's time to call our office and schedule a review.

Here is an example: We had a client who recently had one of his agents resign from the Power of Attorney. When the client saw who he had named as an alternate, he knew it was time for an update. That's what you want to look for. Each time you look at your documents at home, look for these kinds of issues so you can make sure that your documents do what you want them to do.

Let me know if you have any questions concerning these issues. Thank you.

Bernie Greenberg