An Outdated Estate Plan Can Be Worse Than No Plan at All
You did the responsible thing. You created an estate plan — a will, powers of attorney, maybe even a trust. But life does not stand still. You got married or divorced. You had another child. You bought a new home. Your parents passed away. That agent you named ten years ago? You have not spoken to them in five years.
An estate plan is not a "set it and forget it" document. It needs to keep up with your life. An outdated plan can create confusion, family disputes, and legal complications that are worse than having no plan at all. Imagine your ex-spouse inheriting your retirement account because you forgot to update your beneficiary designations. Or your estranged sibling being named as your medical agent because that is what you wrote down twenty years ago.
When Should You Review Your Estate Plan?
We recommend a review every three to five years. But certain life events should trigger an immediate review:
- Marriage or divorce
- Birth or adoption of a child or grandchild
- Death of a spouse, beneficiary, executor, or agent
- Significant change in assets (buying/selling property, inheritance, retirement)
- Moving to a new state
- Change in health (yours or a family member's)
- Change in relationship with a named agent or beneficiary
- Changes in tax laws or estate planning laws
What Is Included
- Complete Document Review — We read through every document in your existing plan and check them against current Texas law.
- Life Changes Assessment — We talk with you about what has changed since your plan was created and assess how those changes affect your plan.
- Gap Analysis — We identify what is missing from your plan — HIPAA authorizations, directives, beneficiary designations, and more.
- Written Recommendations — You receive a clear, written summary of our findings — what is working, what needs updating, and what new documents you may need.
Transparent Pricing
Our review fee starts at $400 and includes the complete document review, assessment, and written recommendations.