Make any changes to your current client information
Ask questions about your current estate plan
We encourage all of our clients to update their estate plans every two years or as major life changes occur. The following major life changes would dictate an update in your estate plan:
Births
Deaths
New property acquired
Sale of property
Marriage
Divorce
Cancellation of accounts or policies
New accounts or policies
Changes to personal representatives, trustees or patient advocates
Desire to change distribution pattern of your estate plan
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