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Home / Estate Planning / What To Do If You’re Not Confident in Your Estate Plan

What To Do If You’re Not Confident in Your Estate Plan

December 7, 2022 by Brandon McGee

Just because you’ve created an estate plan doesn’t mean you’re confident in everything it stands for. Maybe you took a DIY approach the first time around. Or perhaps your personal circumstances have changed. 

If you’ve lost confidence in your estate plan, you must take steps to get it back. The last thing you want to do is live your life in fear that your estate plan won’t do what you intended upon your passing. 

Here’s what you should do:

1. Pinpoint the problem(s)

Before you can do anything, you must know why you’re not confident in your estate plan. Pinpoint the problem(s) by reviewing your estate plan, asking yourself questions, and seeking outside guidance — such as from an estate planning attorney — if necessary. 

2. Compare solutions

It’s one thing to pinpoint the problem. It’s another thing entirely to find a solution. Keep in mind that there may be more than one potential solution to your problem. 

For example, if you’re unsure of what will happen to your assets upon your death, you could create a will or trust. Compare the pros and cons of both so that you can choose the right approach. 

3. Make changes

Once you compare solutions, you’re on to the final phase. This is when you alter your estate plan based on the information you’ve gathered. It’s likely that you’ll need professional assistance when doing so. Making changes on your own can cause more harm than good. 

If you’re unsure of your estate plan for any reason, contact our law firm online or via phone at (817) 899-3286. We can schedule a consultation during which you can discuss your concerns with an experienced estate planning attorney. This one conversation will go a long way in putting your mind at ease.

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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
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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.

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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.

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