Top Reasons to Create or
Update Your Estate Plan Today
Updating your estate plan is more than a legal task, it’s about ensuring your wishes, your loved ones, and your legacy remain protected as life changes. This webinar explores why it’s essential to revisit and refresh your plan regularly, so it continues to reflect your current goals and circumstances.
In this session, our experienced team highlights the key moments when updates are critical such as marriage, divorce, welcoming children or grandchildren, retirement, or changes in health or finances and walks you through the tools you need to keep your plan up to date.
Whether you’re reviewing your own documents or helping a parent or spouse stay prepared, this webinar provides the guidance and clarity you need to move forward with confidence, knowing your plan truly works for today and tomorrow.
When you find yourself overwhelmed, it can be challenging to determine where to begin. The key is to focus on doing what really matters most. To help you get started, we have broken down the process of reaching out to us and then completing your legal work into manageable steps, providing guidance every step of the way.
Get started by filling out our form and a Customer Service Coordinator will contact you.