Why Estate Planning Matters
Estate planning isn’t just for the ultra-wealthy—it’s for anyone who wants to ensure their wealth, property, and wishes are handled properly. Without an estate plan:
- Your assets could be tied up in probate, leading to delays and unnecessary costs.
- Your family may face legal and financial complications when managing your estate.
- Important healthcare and guardianship decisions could be left to the courts instead of your chosen representatives.
When to update your estate plan
Creating an estate plan isn’t a one-time process, but is something that evolves as your life does. Your estate plan should reflect the changes in your life to ensure your
wishes are carried out and also to protect your loved ones from unnecessary surprises or legal costs.
- You get married; or you get divorced.
- You have or adopt a child.
- A child turning 18.
- The death of a beneficiary, executor or guardian.
- You’ve had a falling out with someone named in your estate plan.
- Your wealth increases or decreases significantly.
- Moving to a new state
- You start a business.
- You want to define your legacy.
A Smarter Way to Plan Your Future
Through our partnership with Wealth.com, we now provide clients with a secure, AI-powered estate planning platform that makes it easier than ever to create and manage a legally valid estate plan—without the traditional high costs or hassle.
- Create a will, trust, power of attorney, and other key documents in minutes
- Seamlessly integrate your estate plan with your financial plan for a complete picture
- Easily update your plan as life changes, ensuring it always reflects your wishes
- Share securely with your family and trusted advisors