Does your plan still match your life?

Life changes—marriage, a new home, adult kids, grandkids, a move across state lines. Even “simple” plans need occasional tune-ups. A quick check now can prevent confusion and delays for your family later.

What is an Estate Plan Fit Check?

A 20–30 minute diagnostic of your current will, powers of attorney, trusts, and beneficiary designations.

  • A color-coded summary: Green (good), Yellow (consider update), Red (address soon).

  • No drafting on the spot—just clear next steps and a fixed-fee quote if you want help.

  • Bring any documents you have (PDF or paper). Don’t have a plan yet? We’ll outline your options.

Make it stand out.

The Fit Check is free. If you choose to move forward, we’ll provide a fixed-fee quote for:

  • Update Package (refresh an existing plan)

  • Starter Plan (create a simple plan if you don’t have one)

  • Ala Carte Stand Alone Options.

Disclaimer:
The Fit Check is an educational review of existing materials to identify potential gaps and next steps. It is not legal representation. Engagement begins only after a written agreement is signed.

Fit Check FAQs

Q1: Do I need to bring everything?
A: Bring what you have. If you’re missing something, we’ll still give you guidance.

Q2: Will you make changes during the Fit Check?
A: No. This is a quick diagnostic. If updates are needed, you’ll get a fixed-fee quote and timeline.

Q3: What if I don’t have an estate plan yet?
A: No problem. We’ll outline simple, affordable options to get you started.

Q4: Is this legal advice?
A: It’s an educational review and roadmap. Formal legal services begin only if you choose to engage us.

Q5: Can we meet online?
A: Yes—virtual and in-person options are available.