Events that trigger a need to update documents may seem obvious to you, but don’t always seem obvious to your clients.
Changes in health, assets, laws and marital status – any, and all, of these changes could result in a need to update estate documents. However, changes in assets is an extremely important one to stay on top of for your clients and can present huge problems, particularly if a trust is the center of your client’s estate plan. This video discusses the attorney’s role in how to effectively keep the estate plan up-to-date.
Runtime: 13 minutes
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