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Document Package Updates:

 

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Consider updating or restating your wishes on your Will and/or Trust every 5 years and your Advance Directives every 2 to 3 years.

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WHEN SHOULD YOU UPDATE YOUR DOCUMENTS?

 
 

 

 
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  • When your Partner dies or becomes incapacitated

  • When you become incapacitated

  • When you and your partner break-up

  • When you have a child

  • When you move to another state

  • When you change your mind about a beneficiary or a personal representative/successor trustee

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Even if nothing in your life has changed, when your documents get too old there may be questions as to whether they remain a true reflection of your wishes.

 
 

 

 
 

The only Packages that have Updates are the Trust and Will Packages.  If you want to update Documents for Children you will need to purchase the entire Package.  If you want to update your Advance Directives, there is no charge for that service and you only need to order FREE documents.

 
 

 

 
 

Update Your Living Trust Package

 

 

 

The cost of the Update Package for a Living Trust Package is $75.00 and includes Amendments to your Living Revocable Trust, a new Pour-Over Last Will and Testament,  Revocation and Resignation documents, updated Living Wills, Medical Powers of Attorney and Durable Powers of Attorney.

 
 

 

 
 

Update Your Will Package

 

 

 

The cost of the Update Package for a Will Package is $50.00 and includes a Codicil of your Last Will and Testament,  Revocation and Resignation documents, updated Living Wills, Medical Powers of Attorney and Durable Powers of Attorney.

 
     

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Updating your legal will guarantee that your wishes will remain current and more likely to be honored.  The primary documents that you should consider updating if you move or change your mind about beneficiaries and/or Successor Trustees are your Last Will and Living Trust.  Documents that should be updated every two to five years are your Advance Directives. 

 

 

 

 

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