What Should I Review When I Receive My Draft Estate Plan?

After your estate plan is drafted, we will send it to you for your review. At minimum, you should confirm: Your name(s) are spelled correctly The names of your beneficiaries and decision-makers (referenced as agents) are accurate The names of your beneficiaries and decision-makers are spelled correctly Beneficiary distribution instructions are stated as you intendedContinueContinue reading “What Should I Review When I Receive My Draft Estate Plan?”