Stay Prepared For Life's Changes

Download Our Life Event Checklist to Keep Your Estate Plan Up-to-Date

Why You Need The Life Event Checklist

Life is full of unexpected changes. Whether it’s a new addition to your family or a change in your financial situation, these events can significantly impact your estate plan. Our Life Event Checklist helps you stay on top of these changes, so your loved ones are always protected.

What You'll Learn

Identify Key Life Events: Understand which events necessitate an update to your estate plan.
Stay Proactive: Avoid potential legal complications by keeping your plan current.
Comprehensive Protection: Ensure all aspects of your life are covered, from financial assets to guardianship.
Peace of Mind: Know that your loved ones are protected no matter what life throws your way.

Frequently Asked Questions

Why is it important to update my estate plan after a major life event?

Updating your estate plan guarantees that your current wishes are reflected and that your loved ones are protected according to your latest circumstances.

What types of life events should prompt an update to my estate plan?

Events such as marriage, divorce, the birth of a child, a significant change in assets, or the death of a designated guardian or trustee.

How often should I review my estate plan?

We recommend to review your estate plan every 3 years or after any major life event.

Can I update my estate plan on my own?

While some updates can be made independently, consulting with an estate planning attorney certifies all legal requirements are met.

What Parents Are Saying

This had been something we had been meaning to do since our kids were born, but we really didn’t know how or where to get started.

Relief is the first word that comes to mind! We now have a plan in place for the ‘what happens if’ scenario that no one expects!

The entire team was very thoughtful. We were both emotional about setting up our estate, but they made us feel comfortable and empowered. We know our children will be taken care of should anything happen to us. They ensured our plan was correct and ready when it was time to sign the documents. Overall, a great experience.

The Parents Estate Planning Law Firm made the process of putting my assets into an estate very easy. From the moment I walked in the door, I felt at ease. Everyone was very professional, knowledgeable, and helpful. I knew it was something that needed to be done but was worried about how complex it would be. After the first meeting, I knew I went to the right place!

We just wrapped up our family estate planning process with David and his firm, and cannot speak highly enough about our experience. I was surprised to discover how much I DIDN’T know about the legal ramifications of short-term and long-term guardianship, probate court, health care proxies, etc. As a new mom, I am sleeping more soundly knowing that my son would be in good hands should the unthinkable happen.