Estate Plan Review Consultation

Service Description

Life changes. Your estate plan should too. This one-hour consultation is the starting point for your Estate Plan Review — a service designed for individuals and couples who already have estate planning documents in place but want to make sure those documents still reflect their current wishes, family situation, and assets. During this call, we will take stock of what you have, discuss what has changed since your documents were drafted, and determine which level of review is right for you. Not sure whether you need a Basic, Moderate, or Advanced review? Don't worry — we will figure that out together during this consultation and make sure you are booked into the right tier before any additional work begins. If you decide to move forward, you will receive an engagement letter to review and sign, along with an invoice for the remaining balance. Once that is complete, you will be asked to share your existing documents so the review process can begin. This consultation is right for you if: You have not reviewed your estate plan in three to five years You have experienced a major life change — marriage, divorce, the birth of a child, the death of a beneficiary or agent, or a significant change in your assets You have moved to North Carolina and need to confirm your existing documents comply with state law You simply want peace of mind that your plan still does what you intended No legal jargon. No office visit required. Just an honest conversation about where your plan stands and what, if anything, needs to change. The $100 consultation fee is credited toward your Estate Plan Review upon signing your engagement letter.