Changes happen. The Maintenance Program is like keeping the oil changed in your car. You want your estate plan to work when needed. As an additional (optional) benefit, we will store the originals of the documents in our fire proof vault.

Life changes or activities that could alter your estate-planning needs. 

1. Change in health.
2. Marriage or divorce.
3. Death of a spouse.
4. Change in estate size.
5. Death or incapacity of an executor, trustee or guardian.
6. Move to or acquisition of property in another state.
7. Birth or adoption of a child.
8. Serious illness of a family member.                              
9. Change in business interest or retirement.
10. Change in insurability.
11. Marriage or divorce of a beneficiary.
12. Change in beneficiary attitudes.
13. Irresponsibility of a child.
14. Change in tax law.
15. In-law problems.
16. Changes to title of assets.
17. More than two years since review of plan with attorney.