Annual Estate and Legacy Plan Review
The Annual Estate and Legacy Plan Review is designed for individuals and families who want the peace of mind that comes from knowing their plan still reflects their current life, values, and wishes.
Life changes, and your estate and legacy planning should keep pace. This yearly checkup helps you confirm that your documents, designations, and decisions remain appropriate and up to date.
What Is Included
- 60 minute one on one review session
- Updated gap analysis to identify missing or outdated planning elements
- Review of any changes in health, family status, housing, or financial circumstances
- Review of your existing will, enduring power of attorney, and personal directive where available
- Discussion of beneficiary designations on registered plans and insurance policies
- Referral guidance to legal or financial professionals if updates are recommended
- Summary report with recommendations to help you move forward with clarity
Who This Service Is For
This service is ideal for:
- Individuals or couples who already have a will, power of attorney, or personal directive in place
- Clients who have experienced a significant change such as marriage, divorce, a new relationship, a birth or death in the family, relocation, health changes, or major financial shifts
- Those who value having current documentation and want confidence that their planning remains effective
- Anyone who wants to reduce potential confusion, delays, or stress for loved ones by keeping plans up to date
Why This Service Matters
An estate and legacy plan is not a set and forget task. Over time, relationships shift, assets change, and personal circumstances evolve. A plan that was suitable several years ago may no longer reflect what you want today.
This annual review helps you:
- Confirm that your documents still reflect your current wishes and priorities
- Ensure your chosen decision makers and beneficiaries are still appropriate
- Align your documents with any changes in assets, housing, or family dynamics
- Reduce the risk of outdated information causing delays or confusion for loved ones
How This Service Works
- Initial conversation to review your goals and any changes during the past year
- Guided review of your existing documents and planning information
- Identification of gaps or outdated elements that may need attention
- Clear recommendations for updates or next steps
- Optional referrals to trusted legal or financial professionals if needed
- A written summary outlining findings and suggestions
All services are provided by a Certified Executor Advisor, ensuring knowledgeable and compassionate support throughout the process.
Next Steps
If you would like to confirm that your estate and legacy plan still matches your current circumstances and wishes, please reach out to book your review.
Disclaimer: NEXsteps provides education, guidance, and organizational support for estate planning and executor readiness. These services are not legal, financial, medical, or tax advice. Please consult the appropriate licensed professionals for advice specific to your situation.
