NEW Online Estate Plan Self-Audit Review Tool

NEW! Try Our Online Estate Plan Self-Audit Review Tool

Use our ONLINE Estate Plan Self-Audit Review Tool to check up on your Estate Plan & determine if it might be time to talk to your attorney about an update!

What Life Circumstances Affect Your Estate Plan’s Status?

There are some common circumstances that typically impact your estate plan when they occur. Review this list and be sure to use our handy Review Tools provided above to ensure your plan stays up to date!

Think back for a moment – think of all the changes in your life over the past year (or more). What’s changed since you signed your will, trust, and other estate planning documents? If something has changed that affects you, your trusted helpers, or your beneficiaries, your estate plan probably needs to reflect that change.

Here are examples of changes that are significant enough to warrant an estate plan review and, potentially a revision to your plan:

A Birth
An Adoption
A Marriage
A Divorce or separation
A Death
Addictions
Incapacity/disability

Health challenges
Any Financial status changes – good or bad
Tax law changes (!)
Moving to a new state
Change in Family circumstances – for good or bad
Change in Business circumstances – for good or bad

CLICK BELOW TO START YOUR REVIEW!

Use our Online Estate Plan Review Tool to Help Guide You Through a Self-Audit of Your Current Circumstances and Whether Your Estate Plan Should be Updated!

Prefer pen and paper?

No problem. Simply download our Estate Plan Review Checklist!

DOWNLOAD YOUR CHECKLIST!

DO YOU NEED TO UPDATE YOUR ESTATE PLAN?

IF YOU NEED AN UPDATE,

WE’RE JUST A MESSAGE OR PHONE CALL AWAY!

Use the form below to contact us or give us a call at

919-647-9599.

We’d love to hear from you!

Latest Post

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The Walls Law Group

5.0

Based on 67 reviews

review us on

Judith Barwick

22:46 30 Nov 23

Robert was very helpful and pleasant to work with. I would definitely recommend The Walls Law Group to anyone in need of legal help.

LaTraikeyonnia Pridgen

14:43 08 Sep 23

Jason was a great help. He answer all our questions. He gave us good advice and recommendations. Our meeting was definitely worth it. I would definitely recommend his services for estate planning.

P Y

12:42 01 Sep 23

Fantastic group! Jason and Dawne have been invaluable in helping our mom get her estate in order. They paid attention to every detail, have always been kind, considerate and helpful throughout the process and even afterwards with follow up questions, etc. We appreciate them so much! Highly recommend!!

Suzy Southerland

13:33 18 Aug 23

In a world where customer service is disappearing, our experience with Jason Walls was outstanding. He made us feel very comfortable, talking us through the estate planning process in clear, simple language. I would highly recommend him to anyone seeking estate planning services.

Kevin O'Leary

17:23 16 Aug 23

Jason and his team were excellent. He asked all the right questions and made us think about some very important estate planning topics. He has great interpersonal skills and really wants to get to know his client.

Catherine Hinson

20:54 13 Jul 23

Robert was excellent to work with to get our estate planning completed. He went through each of our documents step by step, explained everything thoroughly, and answered all our questions and possible scenarios. We highly recommend!

Ken Miller

19:33 06 Oct 22

we have been working with Walls Law for almost 10 years and have been thrilled by the professional service that is provided. Recently completed a restatement of our living trusts and have recommended Jason's services. Both of our sets of parents have engaged Jason to either create new estate document or restate older living trusts.Jason helps by asking questions that we need to discuss with vs just giving options.

Rick Magnum

17:55 06 Oct 22

Jason & his team at the Walls law group did a fabulous job of guiding us through the highly detailed and daunting task of organizing and recording our Family Living trust and wills. They were instrumental in giving us direction, knowledge and follow through with this need that we all must face at one point. It is a monumental task of getting everything together, but they really made it easy. Don't delay on this important step with your family, they can really help.

Jack Tiger

13:51 19 May 22

The Walls Law Group did not disappoint! I needed help with the probate of my mother's estate and Ashley delivered. Her attentiveness to my case was so refreshing because I had to part ways with a disinterested law firm early in the probate process. Her organizational skills, patience with all the heirs, and legal knowledge was spot on. She guided me through the whole process, easing all anxiety of fulfilling my mother's wishes.

Bill Meacham

18:51 18 May 22

Jason and his team have guided us through the maze of creating and funding our family trust. It is a vital planning estate tool for many families. I am appreciative of the support Jason and his team have provided along the way and after the trust was created. I am confident in the The Walls Law Group that my wishes are being met for my family in the best possible fashion.

Jeffrey Feuerhelm

17:36 18 May 22

We met Jason and his team in Spring of 2019 when we needed to update our wills, advanced directives and powers of attorney since our children were now adults. The experience was exceptional experience and worth the $300 or so we spent. Jason did not try to oversell us on what we did not need. His staff were courteous, knowledgeable and personable. I highly recommend they also help me set up my LLC as well and provided great guidance to me. Jason and his team.