You’ve set up your estate plan and your estate planning attorney said that he or she welcomes calls if you have questions or concerns, but you’re not sure if your particular situation necessitates a call or email. We’ve listed 8 circumstances when it is likely in your best interest to call your estate planning attorney for guidance.
- You are getting divorced, remarried, or starting or ending a civil union.
- You are unsure if you own your assets properly for your estate plan to work or you’ve acquired new assets. If you refinance your house, call your estate planning attorney to make sure that your house remains titled in the name of your trust.
- You want to start a gifting program to children and grandchildren.
- You have been named as a trusted helper and need to know what the position involves before accepting or need guidance to carrying out your duties. (Trusted helpers included executors, power of attorney agents, trustees, and guardians of minor children.)
- Your children have attained the age of 18; they now need their own estate plan. You are no longer authorized to act on their behalf for medical decisions or financial matters.
- A loved one has died and you need help probating the estate; or, a loved one is incapacitated and you are serving as the trustee and/or power of attorney agent.
- You’ve heard about law changes on the news and want to know if your plan and individual situation is affected.
- A trusted helper named in your plan has become incapacitated, died, or is no longer a good fit.
No need to just muddle through or be worried, if you have a question, call our estate planning law offices for a consultation at (858) 792-5988.