An estate plan may have been carefully drafted and still become disconnected from the person it is meant to protect. Careers advance. Practices grow. Children become adults. Relationships, residences, assets, and intentions change.
Documents do not update themselves
A trust or will created at an earlier stage reflects the facts and priorities available at that moment. The right review is not simply a search for drafting errors. It is a comparison between the assumptions inside the documents and the life outside them.
Use life events as review triggers
- A meaningful change in net worth or compensation
- A practice purchase, sale, or ownership transition
- Marriage, divorce, birth, death, or a change in family responsibility
- A move to another state
- New charitable or legacy intentions
- Beneficiary designations that have not been checked recently
Alignment takes more than an attorney
Your estate attorney needs an accurate picture of assets and intentions. Your wealth manager needs to understand the legal structure. Your tax professional needs visibility into transfer and distribution decisions. The client should not have to carry every message between them.