Consequently, as the years pass and “life happens,” it is wise to review and perhaps revise your estate plan. An estate plan is like your house because both need regular maintenance to preserve your original investment. In these uncertain times, the last thing you need is uncertainty regarding whether your estate plan is up-to-date. We call it peace of mind.

The price of a “will-based estate plan” (probate planning) review is $350, and the price of a “revocable living trust-based plan” (probate avoidance planning) is $500, whether we prepared the estate plan or you are bringing a plan prepared elsewhere. Why? By analogy, our estate plan review process is like having a “full physical exam” of your current plan.

Like my annual full physical with Dr. Michael Monaco, you will have some “tests” to complete and submit at least one calendar week before the consultation when we meet to discuss the results.

These tests include an EKG, blood draw, blood flow ultrasound, pulmonary function test, and a urinalysis for my annual physical. Similarly, as part of your estate plan review, you will be asked to complete the three (3) essential online questionnaires and one (1) fillable PDF designed to thoroughly and accurately assess the current “health” of your estate plan.

In addition to completing these online questionnaires and fillable PDF, we will need a copy of your current estate planning legal documents and any amendments if we do not have them already. You may scan and email them, mail them via USPS, copy and deliver them, etc.

If you engage us to make any desired updates to your estate plan after our review, those changes will be billed separately at a flat price quoted in advance.

To begin our estate plan review process described above, click “Get Started Now” below and follow the instructions after being redirected to the landing page.