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 free 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!

Scenic landscape of a large lake with mountains in the background, an island in the lake, and grassy fields with bushes in the foreground.

The Best Part

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

  • Package Update (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.

Schedule an Estate Plan Fit Check

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.