What can I do after I complete my Estate Plan?
It is often recommended that a person reviews his or her Will or Estate Plan periodically, or as circumstances change. Below are some circumstances which may occur in a person’s life that can warrant a consideration of updating a Will or Estate Plan:
In order to keep a client’s estate plan up to date and in top working order, the Law Office provides an Annual Communication and Update System to streamline minor changes to a person’s existing estate plan. An annual meeting is included with the System in order to determine what, if any, changes should be made to a person’s estate plan. Once the changes are identified the Law Office will update the client’s existing estate plan to reflect such changes.
This System is intended to be a client privilege offered at a reduced rate to current and former clients as a way to thank them for their continued loyalty.
Peter A. Moustakis is the founder of Moustakis Law LLC
To receive notifications of our latest blog post please Like us on Facebook or connect with us on LinkedIn
Please note that the information contained in this blog is not an exhaustive list of the matters pertaining to the discussion. Every person has a unique situation that must be tailored with the advice of an attorney after consultation. The material published on this blog is made available by the Moustakis Law LLC for informational purposes only and should not be considered legal advice. Before you make any decision that may have legal implications, you should consult with a qualified legal professional for specific legal advice tailored to your situation. Your visiting this blog does not establish an invitation to enter into, and does not create an attorney client-relationship.