Sentences with phrase «update estate planning documents»

Then, we can update your estate planning documents to reflect your goals.

Regularly update estate planning documents and beneficiaries as your financial and personal situation changes.

As always, you should enlist the help of your attorney, along with your Wealth Advisor, before updating any estate planning documents.

These can include updating estate planning documents such as trusts and wills in order to reflect the marriage.

Not exact matches

A question I regularly hear regarding all types of estate planning documents is «how often should this be updated?»

Making sure your legal health is in a good state, such as updating your estate planning and other legal documents, will help give you and your loved ones the peace of mind in the case that something happens.

In their honor, we've assembled this list of helpful estate planning documents that every service member should create or update before deployment.

Paralegal — Duties & Responsibilities Provide excellent legal and administrative support in a fast paced, high intensity law firm environment Perform legal research and document preparation such as affidavits, contracts, and correspondence Discover and analyze applicable case law, statutes, codes, and influential secondary sources Develop experience with civil litigation including employment, contract, real estate, and business law Responsible for pretrial preparation such as exhibit organization and documentation Manage client case files in company electronic filing system resulting in accurate and organized records Monitor and update firm law library with up to date primary and secondary sources Participate in civil, criminal, and administrative mock trials Train in all evidentiary, procedural, and substantive aspects of litigation Proficient in public relations theory, strategy, and comprehensive campaign management Develop and implement communications plans through in depth analysis of client challenges Create brand awareness, corporate identity, logos, signage, special events, and strategic partnerships Oversee company budgets, support staff, contracts, and daily operations

However, if you have executed any estate planning documents before your divorce, it may not only be beneficial but also necessary to update your documents.