Additional Services
We offer several services in addition to helping clients create or update their estate plans. These services include:
Existing
Estate Plan
Review
If you want to understand your current estate plan and whether it meets your needs, we can review your existing plan and offer you advice on whether the plan is the best fit for you.
Amendments
or Restatement
of Estate Plan*
Estate plans must be updated from time to time. You may want to change your designated guardians, add a new baby to the estate plan, account for an inheritance, add a vacation home, or address other life changes. We are happy to help you update your existing estate plan.
If your estate plan was prepared by our office, we charge by the hour to amend or restate your estate plan to address any changes you want to make. If your estate plan was prepared by someone else, we’ll talk about the best way to address the changes you want to make.
