UPDATING YOUR ESTATE PLAN

An estate plan should evolve as your life changes. Major life events—such as buying or selling property, changes in family structure, new assets, or updated wishes—can all impact how your estate plan should be structured.

Updating your estate plan ensures that your documents still reflect your current goals and that your loved ones remain protected.

Lawvex updates hundreds of estate plans each year and has a dedicated process our team will guide you through. Our goal is to review your existing plan, identify what needs to be adjusted, and make sure everything is properly updated so your plan continues to work exactly as intended.

When was the last time you updated your Estate Plan? *

Have you purchased or sold any real property? *

Has your Marital status changed? *

Has a named trustee or beneficiary passed away or become disabled? *

Has a new beneficiary been born or adopted? *

Has a significant change in your net worth occurred? *

Please make sure we have your updated contact information.

First Name

Last Name

Email *

Phone *

Address

Street Address

City

State

Postal Code

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Once you submit it will redirect you to schedule your Estate Update Call.