• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • Home
  • Our Firm
    • About Our Firm
    • Attorney and Staff Profiles
    • Speaker Connection
  • Services
    • Asset Protection & Business Planning
    • Elder Law & Medicaid Services
    • Estate Planning Services
    • Financial Planning Assistance
    • Incapacity Planning
    • IRA & Retirement Planning
    • Legacy Planning
    • LGBTQ Estate Planning
    • Pet Planning
    • Probate
    • SECURE Act
    • Special Needs Planning
    • Wills & Trusts
  • Elder Law
    • Coping with Alzheimer’s
    • Guardianship and Conservatorship
    • Medicaid Crisis Planning
    • Medicaid Planning
  • Seminars
  • Webinars
  • Resources
    • Communities We Serve
      • Keller, Texas
    • Elder Law Resources
      • Elder Law & Medicaid Definitions
      • Elder Law Reports
    • Estate Planning Resources
      • 3 Reasons to Create a Trust
      • Estate and Gift Tax Figures
      • Estate Planning Articles
      • Estate Planning Definitions
      • Estate Planning Reports
        • Advanced Estate Planning
        • Basic Estate Planning
        • Estate Planning for Niches
        • Trust Administration
      • Estate Planning Worksheet
      • Is Your Estate Plan Outdated?
    • Free Consultation
    • Free Estate Planning Seminars
    • Frequently Asked Questions
      • Estate Planning
      • Trust Administration & Probate
    • Newsletters
    • Our Client Care Program
    • Pre Consultation Form
    • Professional Resources
      • Educational Alerts
  • Reviews
    • Our Reviews
    • Review Us
  • Contact Us
  • Blog

McGee Law Firm

Your Resource for Estate Planning, Elder Law and Medicaid / VA Planning

Call Us Today 817-899-3286
  • Facebook
  • Instagram
  • LinkedIn
  • YouTube
Attend a Free Seminar
Home / Estate Planning / How to Conduct an Estate Plan Review

How to Conduct an Estate Plan Review

March 15, 2023 by Brandon McGee

If you’re a beginner when it comes to estate planning, it’s important to know that reviewing your estate plan is just as important as creating it. Here are five steps on how to conduct an estate plan review:

Step 1: Gather all relevant documents. This includes your will, trust documents, powers of attorney, and any other estate planning documents you may have. You should also gather information about your assets, including bank account statements, retirement account statements, and deeds to any real estate.

estate plan review

Step 2: Review your documents for accuracy. Take a close look at all of your estate planning documents and make sure that the information is still accurate. If anything needs to be updated, make note of it.

Step 3: Consider any changes in your life circumstances. Have you recently gotten married or divorced? Have you had children or grandchildren? Have you experienced a change in your financial situation? Any changes in your life circumstances may warrant updates to your estate plan.

Step 4: Review your beneficiaries. It’s important to make sure that your beneficiary designations are up to date. This includes any life insurance policies, retirement accounts, and other assets that allow for beneficiary designations.

Step 5: Consult with an estate planning attorney. If you’re unsure about any aspect of your estate plan, or if you need to make updates, it’s important to consult with an experienced estate planning attorney. They can help you navigate the process and ensure that your estate plan is in order.

In summary, conducting an estate plan review is an important step to ensuring that your assets are protected and distributed according to your wishes. By gathering all relevant documents, reviewing for accuracy, considering changes in life circumstances, reviewing beneficiaries, and consulting with an estate planning attorney, you can provide peace of mind for yourself and your loved ones.

Are you ready to conduct an estate plan review? Contact us online or via phone at (817) 899-3286. 

  • Author
  • Recent Posts
Brandon McGee
Brandon McGee
Brandon McGee enjoys a successful law practice focusing on estate planning, elder law, Medicaid preplanning and crisis planning, and probate. Brandon and his team combine legal skills with compassion and understanding to develop estate plans that are personalized to the needs of each of their clients.
Brandon McGee
Latest posts by Brandon McGee (see all)
  • Common Mistakes in Estate Planning - March 16, 2023
  • How to Conduct an Estate Plan Review - March 15, 2023
  • What Happens When You Don’t Trust Your Trustee – Part I - March 14, 2023

Filed Under: Estate Planning

About Brandon McGee

Brandon McGee enjoys a successful law practice focusing on estate planning, elder law, Medicaid preplanning and crisis planning, and probate. Brandon and his team combine legal skills with compassion and understanding to develop estate plans that are personalized to the needs of each of their clients.

Primary Sidebar

Blog Subscription

Sign up for our estate planning blog to receive all of our latest news and updates!

  • This field is for validation purposes and should be left unchanged.

Follow us

  • Facebook
  • Instagram
  • LinkedIn
  • YouTube

TESTIMONIALS

Client Review
May 25, 2021
    

Brandon McGee is knowledgeable, experienced and professional regarding Estate Planning. The entire process of multiple meetings to establish our input, draft and sign documents and fund the Trust were well organized and clearly explained. At completion, we were presented with a very well organized binder with the documents (both paper and electronic) and lists for future action.  In short, we find Brandon McGee and his staff to be competent, professional and friendly. ~ Brian C.

default image
Brian C.

Fort Worth Address

Fort Worth
810 W. 10th Street
Fort Worth, TX 76102
United States (US)
Phone: (817) 899-3286
See Larger mapGet Directions

Fort Worth Map

map

Southlake Address

Southlake
101 River Oaks Dr., Ste. 110
Southlake, Texas 76092
United States (US)
Phone: (817) 899-3286
See Larger mapGet Directions

Footer

  • Advantages of Working With our Firm
  • About the American Academy
  • Disclaimer
  • Sitemap
  • Contact Us

Connect to Us

  • Facebook
  • Instagram
  • LinkedIn
  • YouTube
footer logo

© 2023 McGee Law Firm
All Rights Reserved