Maintaining and Updating Your California Estate Plan

How long has it been since you reviewed your California Will, Trust, Durable Power of Attorney or Advance Health Care Directive? Once they make an estate plan, most people will put it somewhere for safekeeping and forget about it. 
 

However, there are many reasons why you should maintain and update your estate planning documents over time. Here are just a few things to consider: Have you recently gotten married or had a child? Did you prepare your estate plan when your children were minors? Have your children gotten married or had a child? Has your estate significantly increased or decreased in size? Did you create your estate plan before you moved to California? Are your documents outdated given changes in California law? 
 

In the comfort of your home, educate yourself about maintaining and updating your estate plan and gain peace of mind for years to come.  
 

• How often you should review your estate plan

• What you should look for in your estate plan when considering whether it needs updating (including a FREE checklist)

• Some general principles of estate planning so you know if your plan is up-to-date

• There will be a live Q&A at the end of the webinar

Get your ticket NOW and the ZOOM link will be emailed directly to you the week of the event. BONUS: Registered Bay Area attendees will receive a code for a FREE zoom estate plan review consultation, if you book this consultation before the end of the year.  

Register here: https://www.eventbrite.com/e/114040139126
 

Nicole D. Warmerdam is a board certified specialist in trust and estates. She has dedicated her 15 years of practice to counseling clients regarding a broad range of estate planning and administration matters, including drafting and implementing their estate plans, petitioning the probate court to resolve issues relating to estates and trusts, and navigating the process of administering estates and trusts after death. Prior to opening her own law firm, Nicole worked for several preeminent estate planning firms in Northern California and Southern California. Nicole strongly believes in empowering individuals with the knowledge they need to ensure that they and their loved ones are cared for and their estate is protected. She frequently speaks to local community and civic organizations, business associations, and social clubs about trust and estates issues.
 

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