How Do I keep My Estate Plan Current?
The Three-Year Review
Once your estate plan has been established, we are available to meet every two or three years to discuss the changes in your life, and to ensure your estate plan is still meeting these needs. With our optional membership programs we can also make unlimited plan changes, attend annual meetings with your advisors, and provide access to our legal staff or a referral should you run into other issues (business matters, real estate transactions, etc.). At Celaya Law, we intend to be your estate planning attorneys for life.
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