Client Estate Plan Review Checklist

Twenty points to help ensure your clients’ legacies stay on track.

Matthew F. Erskine | Sep 07, 2023

A well-executed estate plan is like a finely-tuned machine, requiring regular maintenance to ensure seamless operation in the face of life’s uncertainties. Your clients’ estate plans should be revisited every year or two to ensure it’s still aligned with their current circumstances and intentions. This article presents a comprehensive checklist to guide you through the captivating process of reviewing client estate plans.

1. Updated Information

First things first, it’s crucial to keep all the vital information in an estate plan up to date. Double-check contact details, beneficiary information and the specifics of appointed representatives. Maintaining current information is not only essential but ensures the flawless execution of the plan.

Click here to see the full list: Client Estate Plan Review Checklist

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