Estate Plan Reviews And Lifetime Legal Guidance In Waukesha
A will or trust drafted years ago should still match the life you’re living now, but marriages, new grandchildren, moves and shifting tax law can leave old documents misaligned with your current needs. As an estate plan review lawyer in Waukesha, attorney Ashley E. Lillesand-Leonhard will help you find out exactly where your plan stands and fix what no longer fits.
At Lillesand Leonhard Law LLC, she brings over 18 years of legal experience. She offers estate plan reviews for individuals and families across Waukesha and Milwaukee County. She will work with you directly and stay available long after your documents are signed.
When Should You Update Your Estate Plan In Wisconsin?
It may be wise to revisit your estate plan at least once every three to five years and review it sooner if a significant change occurs in your family, finances or personal circumstances. Certain events call for a second look at your documents right away, like:
- Marriage or divorce
- New children or grandchildren
- Death or incapacity of a beneficiary or fiduciary
- Significant changes in assets
- A move to another state
- Changes in state or federal tax law
If any of these apply to you, your estate plan may no longer reflect your wishes. Attorney Ashley can help you update it to match your current circumstances.
What Happens During An Estate Plan Review?
Attorney Ashley will sit down with you and review your legal documents to confirm they still reflect your life, your assets and current Wisconsin law. After you share the major changes you have experienced, she will update your asset and debt picture, check your beneficiary designations and confirm your choices for trustees, personal representatives and powers of attorney.
If changes are needed, she will update your documents, revise beneficiary designations or transfer new assets into your trust. She will also help you keep your updated plan organized and ready when your family needs it.
Why Do Out-Of-Date Trusts Need A Second Look?
A trust that you have not reviewed in years may no longer reflect your family or your finances. It is recommended to review your trust after major life changes to help prevent unintended distributions.
If you leave these issues unaddressed, they may delay the estate administration process, create disputes among beneficiaries or cause the court to distribute your assets differently than you intended.
What Does Lifetime Guidance From Lillesand Leonhard Law LLC Include?
We remain available after your estate plan is complete, because signing your documents shouldn’t be the last time you hear from us. We don’t charge for a quick follow-up question two years down the road, whether that’s about a beneficiary change, a new asset or how an update to state law might affect your plan. Our flat fees keep costs clear from the start, so you can call whenever a question comes up without worrying about a surprise bill.
Talk To An Experienced Estate Plan Review Lawyer Today
An outdated plan leaves too much to chance for the people who matter most to you. Attorney Ashley offers flat-fee estate plan reviews for clients throughout Waukesha and Milwaukee County, and she offers lifetime guidance once you sign your documents.
Contact her Waukesha office at 414-488-6511 or fill out this online form to schedule your free estate plan review initial consultation.