Estate plans are not ‘set and forget’ deals. Life moves on, your circumstances evolve, things change.
It is vital to conduct an annual review to ensure your estate planning strategy and documentation is standing the test of time.
Our easy Estate Planning Health Check will give you a starting point – to quickly identify if your estate plan needs an update. Run through the free checklist today.
Inside the checklist, we’ll walk you through:
- What personal circumstances may have changed
- Changes to your beneficiaries, their lives and circumstances
- Check the people appointed as decision-makers are still correct
- Changes to your estate, family relationships and other essential considerations.
Don’t put it off any longer. This quick health check is a fantastic starting point to assess your estate planning strategy.