Estate Planning and Wills are not just for the super wealthy. Anyone who wishes to appoint a guardian for their children, make specific bequests, and assist their loved ones upon their passing should have a Will.
Having your Will prepared can be a simple process. Generally, we meet with out clients and review our internally developed Roper & DiBlasio Estate Planning Intake Questionnaire. Upon completion of same, we will review your goals for the estate planning process and discuss the best way for you to achieve your goals. Afterwards, you will return to our office to review and sign your documents.
Revising Your Estate Plan
It is a fact of life, things change. There are several distinct times when you should review your existing Estate Planning documents because of a significant change such as those listed below, or simply for your own peace of mind. Often, a Codicil may be sufficient to update or supplement your existing documents. If any of the following changes have occurred in your life, you should consider reviewing your existing estate plan:
- Marriage or Divorce
- Sale or Acquisition of Real Property, a Business, or other major asset
- Death of, or change in the physical or mental condition of, a beneficiary or your Personal Representative
- Major change in your financial status
- Moving from one state to another or a change in state law that directly affects your plan of distribution
- Addition of children, grandchildren, or other worthy beneficiaries.
Checklist of Documents for your Free Consultation
(include spousal information if applicable)
- Past wills and trusts for you and your spouse
- Documents showing key debts (mortgage summary, auto liens, boat liens, etc.)
- Documents showing terms of separation from a previous marriage
- Documents showing assets (brokerage account summaries, promissory notes, insurance policies, retirement account statements, etc.)
- Other documents which you suspect will have bearing on your estate planning.