When Should I Call My Estate Planning Attorney?
We know that comprehensive estate planning is not “set it and forget it.” Life is full of changes. Many clients ask us when they should call or notify us. Here is a brief list of situations when you should notify your estate planning attorney:
• Moving to a new home or apartment
• Change in your phone number, email address, or other contact information • Change in family situation (marriage, divorce, new children, death in the family)
• Change in wishes regarding your beneficiaries or care-takers
a parent, spouse, sibling, or other loved ones. If you may be involved or responsible for helping out someone else, please call us. We’d be happy to help answer questions! We can help when: • A parent or loved one needs help creating or updating their estate plan • You have been named as a power of attorney, trustee, or executor for someone else • You have questions about an estate plan where you are receiving an inheritance or have been put in charge
• Major health issues
• Significant changes in net worth or financial situation
• Any time you have questions about your plan
In addition, many of our clients may be involved with someone else’s estate. This could include
• Someone you are responsible for taking care of has fallen ill • You are worried that you will be left with a mess to clean up!
We’re here for all of our clients. If you have questions, need help, or have changes in your circumstances, please call our office at 513-463-6789 today!
513-463-6789 CincinnatiEstatePlan.com
Hours of Operation: Mon–Thu: 9 a.m. to 5 p.m. Fri: 9 a.m. to 12 p.m.
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