Congratulations! You’ve Taken a
Huge Step in Securing Your Legacy.
Your estate plan is now officially in place, and this binder holds the key documents that protect your loved ones and your future. But estate planning isn’t a one-and-done process—there are a few important next steps to ensure everything works as intended.
Review Your Plan Annually – Life changes, and your estate plan should, too. Check in yearly to update beneficiaries, trustees, or other key details.
Fund Your Trust – A trust only works if assets are properly transferred into it. Need help ensuring your accounts, real estate, and investments are titled correctly? Give us a call!
Share Key Information – Your trustee or executor should know where to find this binder and understand their responsibilities when the time comes.
Update Beneficiaries – Double-check that your life insurance, retirement accounts, and other assets align with your estate plan.
Have Questions? We’re Here for You! – If you need to make updates or have any concerns, our team is just a call away.
Call us on (202) 967-4571 / book a call here
Join our annual review program here
Your estate plan is more than just documents—it’s peace of mind for you and protection for your loved ones. Thank you for trusting us with your future!