Client info

Trust and Will Change Form

Before sending us your updates, please consider the following. Fill in your answers below. For “yes” answers use the last box for explanations.
Has anyone's name changed (usually due to marriage or divorce)?
Are your asset and gift schedules up to date?
Are your Executors/Trustees still capable of acting?
Have you already given away any gifts you made in your documents?
Has anyone named in your estate plan died?
Have you moved?
Do you have any new children or grandchildren that are not currently included in your estate plan?
This field is for validation purposes and should be left unchanged.