Estate Plan and Document Review
Your estate plan is a living document.
Your estate plan should be a living document, a piece of your financial road map. We review your estate plan and discuss with you whether it is appropriate for your situation and goals.
Estate plans should be reviewed at least every five years to reflect changes in the law, financial planning goals and family situations.
Document review meetings provide clients the opportunity to review legal documents to ensure they still meet objectives previously determined.
Our SVA Plumb Trust Company professionals can assist you with your estate plan and document review.
Additional Trust and Estate Management Services