Services
Estate plan review & updates
Many people already have documents—but life changes. We can review your existing plan and help you update it to reflect new goals, relationships, assets, and California requirements.
When to review
- • Marriage, divorce, new child
- • Move, home purchase, or major asset changes
- • Agent/trustee changes or relationship changes
What we look at
- • Trust/will structure and clarity
- • POA/AHCD completeness
- • Beneficiaries and funding alignment
Outcome
- • Clear recommendations
- • Updated documents where needed
- • Practical next steps