Stress Test Your Estate Plan

6 Questions to Help You Decide Whether It’s Time for a Review

Your estate plan was created to protect you, your loved ones, and everything you’ve worked hard to build.
But an estate plan isn’t a “set it and forget it” document.
Life changes. Your family changes. Your finances change. And the law can change, too.
Our Stress Test Your Estate Plan guide gives you six simple questions to help you determine whether your current estate plan still reflects your life, your wishes, and the people you’ve chosen to carry them out.
Inside the guide, you’ll consider:

• When you last reviewed your estate plan
• Whether your family circumstances have changed
• Whether your chosen fiduciaries are still the right people to serve
• Whether your financial picture has changed
• Whether your health or care needs have changed
• Whether your estate planning documents and important information are organized and accessible to your loved ones

If you answer “yes” to even one of these questions, it may be time to take a closer look at your estate plan.

Download your free guide and take the first step toward greater confidence that your estate plan still works for the life you’re living today.

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