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How often does an estate plan need to be reviewed after it is signed?

April 26, 2017estate plan reviewed signed

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How often does an estate plan need to be reviewed after it is signed?

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A. Clients should look at their estate plans once a year to determine if the distribution plan still fits their needs, if the executors and trustees are still willing and able to serve, or if other details are up to date and still meet the clients’ needs.