c. 2011 San Diego Real Estate Law
Do you need to Review your Will/Trust and
Estate Plan with an attorney?

You may need to review your will and trust if you have
experienced either a change in your Family Status or a
significant change in your Financial Status.

Changes affecting Family

1. Marriage
2. Divorce, Separation, Death of Spouse
3. Long Term Relationships
4. Birth, Adoption, Maturity, Marriage, Divorce of Children
and Grandchildren
5. Death in the Family or Beneficiaries
6. Serious Illness, Incapacity of Spouse, Child, or Beneficiary
7. Significant changes in relationship to beneficiary
8. Change of residency to another state or country
9. Change of Trustee

Changes of Financial Status

1. Significant changes in income, net worth, or assets
2. Disposal of assets in the will or trust
3. Change in employment
4. Change in business interests - partnerships,
corporations
5. Acquisition or disposal of property
6. Retirement

What are the goals for my Estate Plan?

I want to schedule a review of my Will/Trust/Estate
Plan.
Free Consultation
Call us Now
M-F 9 a.m. - 5 p.m.
619.322.5695

Email Us

Mailing Address
7040 Avenida
Encinas
Suite 104-285
Carlsbad, CA 92011

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c. 2013 San Diego Real Estate and Estate Planning Law
Free Consultation
Call us
M-F 9 a.m. - 5 p.m.
(619)322-5695

Email Us

Mailing Address
7040 Avenida Encinas
Suite 104-285
Carlsbad, CA 92011
and Trust Planning