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Category:
Estate Planning & Charitable Giving, Client Meetings & Client Service Calendar

Updating An Estate Plan

Updated 12/01/2024

What Issues Should I Consider Before I Update My Estate Plan?

This checklist covers 19 of the most important planning issues to identify and consider for a client before updating their estate plan.  It’s structured as follows:

  • Beneficiary & Fiduciary Issues
  • Assets & Property Related Issues
  • Minors & Children Related Issues
  • Other Issues

 

Click here for a client-facing email template.

This guide is a part of the Topic Bundle: Client Service Calendar.

Related Guides
Estate Planning Documents Review
Category: Estate Planning & Charitable Giving, Client Meetings & Client Service Calendar
Reviewing Beneficiaries
Category: Estate Planning & Charitable Giving, Client Meetings & Client Service Calendar

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