At most estate planning law firms the relationship ends when you sign your documents.
At Trinkl Estate Planning, S.C., I see the signing of your estate planning documents as just the beginning of the relationship with your family.
And that’s how it should be, because your life will change, your assets will change, and the law will change. Your plan needs to change along the way as well.
Make Sure Your Plan Changes With Your Life, Your Assets, and the Law
Over time, your assets will change, your family will change, the law will change, and your life will change.
How I ensure your plan is up to date
Your plan must accommodate all of these changes in order to make sure your plan works when your family needs it the most. If your plan is not properly updated over time, your documents become worthless - worth no more than the paper they were printed on. And the costs of failing to update are typically far greater than keeping your plan current.
In addition, I ensure your assets are owned in the right way throughout your lifetime. There are currently billions of dollars sitting in State Unclaimed Property depots and I never want to see a penny of your assets there. Or for your family to be stuck dealing with the court when you’ve worked so diligently to make things as easy as possible. That’s why I prepare an inventory of your assets so your loved ones can always locate what you own and how you own it, if and when necessary.