What is the process if I want to make changes/have a review?
Any proposed changes to your estate planning documents or assessment of whether those documents are still current for your circumstances, requires a formal review with one of our estate planning lawyers.
Here are the steps:
- You will meet with an estate planning lawyer in person or via Zoom/Teams
- Your lawyer will have conducted a preliminary review of your documents and situation
- Discuss with you any changes you wish to make or which are being recommended
- Provide you with a written quote
- If you proceed, your lawyer will draft the changes to your Will/other testamentary documents
- You will meet with your lawyer to sign and witness your new document (optional – you can choose to have the document posted to you)
Important: Updates or changes cannot be made via phone or email due to legal requirements including identification, capacity check and any undue influence considerations.