How do I review an estate plan?
An example of an AI chatbot conversation about reviewing an estate plan.
How do I review an estate plan?
To review an estate plan, start by checking the key documents like wills, trusts, and powers of attorney.
What specific things should I look for in the will?
Look for the beneficiaries, the executor's details, and any specific bequests or conditions.
How often should I update my estate plan?
It's recommended to review your estate plan every 3-5 years or after major life events like marriage or the birth of a child.
What if I want to make changes to my estate plan?
You can amend your estate plan by creating a codicil for your will or updating your trust documents as needed.
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