Your Annual Estate Plan Checkup Has Been Submitted
Your Next Step
We’ve received your responses.
The next step is to schedule your Annual Estate Plan Review Consultation. During this 30-minute meeting, we will review your responses together, discuss any recommended updates, and answer your estate planning questions.
Your Annual Estate Plan Review Includes:
A personalized review of your Annual Estate Plan Checkup
Discussion of changes affecting your estate plan
Review of your trustees, personal representatives, agents, and/or guardians
Review of trust funding and beneficiary designations
Identification of recommended planning updates
Time to ask estate planning questions
Annual Estate Plan Consultation Review Fee
$175
The $175 Annual Estate Plan Review fee will be credited toward the cost of any estate planning updates you retain Windrose Law Center to prepare within 30 days following your review.
Schedule Your Annual Estate Plan Review
Ready to continue? Click below to choose a convenient date and time.
Windrose Law Center PLC
Helping your estate plan keep pace with your life.