It may have been a few years now since you did your estate planning with us. Times change and it is important to review your plan every few years. You may just want to make a change, or there may be an event that affects your estate plan and means that you need to make a change.

Take a look at the quick checklist below, and if any of these events have occurred, it’s time to call us for a review:

  • There has been a change in relationship – separation, divorce, marriage, etc.
  • Your children are now adults
  • You have become a parent or grandparent
  • The circumstances of someone named in your Will has changed
  • You are unsure if your Will is tax efficient?
  • Your assets have changed since you made your Will?
  • You are not sure if your estate plan is able to withstand an estate claim?
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