You've signed your estate planning documents - awesome work! But you're not done. Your plan is only good if it continues to accurately reflect what is going on in your life. Spoiler alert - we think you should look at your plan every 3-5 years.
We have a nifty new program for our estate planning clients called The Bridge Club, which is kind of like a "club" that provides free smaller changes, discounts on bigger changes, and a five-year check-in on your plan to make sure it still reflects what you want. Check out more details at www.thenarrowslawgroup.com/the-bridge-club.
