Estate Plan Maintenance

Estate Planning Maintenance

Estate Planning Requires Ongoing Maintenance

An estate plan isn’t something you set and forget—just like a car, it needs regular maintenance to stay reliable. As life moves forward, your plan must be reviewed and adjusted to ensure it continues to operate as intended.

Life and the Law Are Always Changing

Over time, many factors can impact your estate plan, including changes in:

  • Your family and personal life

  • Your financial situation

  • Tax and non-tax laws

  • The availability of trusted decision-makers

  • Best practices in estate planning

When these changes aren’t addressed, even a well-designed plan can fall out of alignment.

The Cost of Skipping Maintenance

Ignoring regular reviews is like skipping oil changes or inspections—it may save time in the short term, but the long-term costs are often far greater. A plan that is never updated cannot be expected to deliver the protection it was designed to provide when it matters most.

Built-In Checkpoints to Keep You on Course

Our Lifetime Protection Plan includes ongoing maintenance and education to help your plan keep pace with your life. Through a structured, cost-effective process, we regularly check in on your goals, assets, and key decision-makers—making course corrections as needed when your circumstances change, the law evolves, or new best practices emerge.

A Plan That’s Road-Ready for Whatever Lies Ahead

With routine reviews and thoughtful updates, your estate plan stays organized, current, and ready to perform—giving you confidence that everything is in place, no matter where the road takes you.

Annual Meeting

Watch the video from our annual meeting to see these principles in action: hear how our team translates values into practical plans, learn stories from families whose lives have been steadied by thoughtful estate planning, and discover the intentional process—Estate Planners for Life™—that keeps each plan clear, compassionate, and accessible.

Key takeaways from the meeting:

  • Purpose guides every decision: we center clients’ voices, faith, and values to create plans that reflect what matters most.

  • Vision shapes strategy: creative problem-solving and forward-looking advice help preserve legacy across generations.

  • Results are measurable: clearer documents, fewer surprises, and greater peace of mind for families.

Join us in putting ideas into practice. After watching the video, schedule a conversation to explore how we can help your family build an estate plan that truly reflects your story.