Estate Plan Reviews

Life changes — and your estate plan should keep up. Major events like marriage, divorce, the birth of a child, a move to a new state, or the death of a named beneficiary can all affect whether your plan still works as intended. Walters Law reviews existing wills, trusts, and estate documents to identify gaps or outdated provisions and explain your options clearly. If you decide to update your documents, the cost of the review is applied toward the flat fee for any new drafting.