Description
Annual Estate & Legacy Plan Review: Keeping It Current
Life changes—and your estate and legacy plan should too. The Annual Plan Review helps ensure your will, power of attorney, and other planning documents are still aligned with your current life, values, and relationships.
From health and finances to housing or family dynamics, we’ll assess what’s changed and provide expert insight on what needs to be updated, clarified, or re-documented. This service is ideal for clients who want peace of mind that their plan is not just legal—but truly effective.
✅ What’s Included:
- 60-minute one-on-one review session
- Updated gap analysis to spot missing or outdated pieces
- Review of changes in health, family, housing, or finances
- Review of current will, POA, and advance directive documents
- Referral guidance to legal or financial professionals if updates are needed
- Summary report with recommendations
👥 Ideal For:
- Individuals who already have a will, power of attorney, or personal directive
- Clients who’ve experienced major life changes such as marriage, divorce, the loss of a loved one, relocation, or a change in health
- Those who want confidence that their estate and personal planning documents remain valid, complete, and reflective of their current wishes
💡 Why It Matters:
Even the most thorough plan can become outdated. Laws change, relationships shift, and your priorities may evolve. An annual review protects your legacy, minimizes risk, and ensures your wishes are still honored—without surprises or stress for your loved ones.
🎓 Led by a Certified Executor Advisor You Can Trust
This service is delivered by Nancy Boisvert, CEA, a Certified Executor Advisor with specialized training in estate administration, personal legacy planning, and family transition support. With a background in both strategic planning and compassionate guidance, Nancy ensures your plan is more than just legal—it’s aligned with your values, up to date, and ready for whatever life brings. Learn more about how we support individuals and families or watch our videos for insights.
