A couple came to us recently for what they thought was a routine review.
They’d created their estate plan 15 years ago — in another state — and just wanted to “make sure it’s still fine.”

It wasn’t fine.

Their trust referenced bank accounts that no longer existed.
One of their trustees had passed away.
Their daughter had gone through a divorce — and her ex-husband was still listed as a contingent beneficiary.
Their power of attorney didn’t meet Florida’s legal requirements.
And their tax provisions were written under laws that had changed twice since the plan was drafted.

None of it was their fault. They simply hadn’t known how much life — and the law — had changed.

We rebuilt their plan from the ground up, making sure every document, title, and instruction reflected who they are now.

They also joined our Client Care Program — which means they’ll get regular reviews, updates when laws change, and reminders to keep everything aligned.

Now, when they look at their binder, they don’t see old paperwork.
They see a living plan — one that grows and evolves with their life.

“It feels like we finally have something that moves with us,” they said.

That’s the point.
An estate plan isn’t a time capsule.
It’s a commitment — to your family, your goals, and your future.