Porzio, Bromberg & Newman, P.C. | Contents of this website may contain attorney advertising | Results may vary depending on your particular facts and legal circumstances
Porzio, Bromberg & Newman, P.C. | Contents of this website may contain attorney advertising | Results may vary depending on your particular facts and legal circumstances
Attorneys helping to plan for your future

Estate Plan Review Checklist

Your Estate Plan is an investment in your and your family’s future. As the years pass your family will grow, your assets will change, and new laws will be passed. We recommend you review your Estate Planning documents once every 3 to 5 years.

Think of your current Estate Plan like a great coat you bought 15 years ago. Will it still keep you warm and dry? Mostly, yes. Will it fit you as it did 15 years ago? Probably not. Will it look the same as a coat you would buy today? Again, probably not. Clothes get dated, and Estate Plans do too.

This Checklist focuses on the foundation of your Estate Plan, and asks questions about your current documents such as a Last Will and Testament, Revocable Trust, General Durable Power of Attorney and Living Will.

Questions and Next Steps

Many families have limited experience working with attorneys. Learn more about our Mission and Team. Have questions? Take advantage of our “20 Minutes on Us” complimentary phone conversation.

Wealth Preservation Services

Porzio’s Wealth Preservation attorneys serve New Jersey families with offices in Morristown NJ, Princeton NJ, and New York City. We provide legal counsel on Estate Planning, Elder Law, Asset Protection Planning, Special Needs Planning, Wills and Trusts, Powers of Attorney, Health Care Powers, Living Wills, Probate, Estate Administration, Estate and Trust Litigation, Guardianship, and Tax Planning to families in Bergen County, Essex County, Hudson County, Hunterdon County, Mercer County, Middlesex County, Monmouth County, Passaic County, Somerset County, Sussex County, Union County and Warren County.

What questions you should ask yourself when reviewing your existing Estate Planning documents?