At A Glance
- FormatGeneral guide, not personalized advice
- CoversWills, trusts, beneficiary designations
- Worth revisitingAfter every major life change
- DraftingAlways an attorney's job, not ours
What's in this guide
Document review basics
What to check in a current will, trust, and beneficiary designations against your actual situation today.
Common gaps
What tends to get missed or go stale — an old beneficiary, an unfunded trust, an outdated power of attorney.
Working with an attorney
Why estate updates need to be drafted by a licensed attorney, and how that coordination usually works.
Business succession
For business owners, buy-sell agreements and business valuations generally need to stay aligned with estate documents as a company changes.
This page is general information, not legal advice. For anything specific to your documents, talk to a licensed estate attorney.