Part 5 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process.
Updating an estate plan may not be one of the highest priorities for your clients, but you can help them to keep it in mind by sending an email along with the “What Issues Should I Consider Before I Update My Estate Plan?” checklist every year or so. By periodically asking clients specific probing questions outlined in the checklist, it helps to keep the estate planning discussion in the forefront of their minds.
Email Subject Line: It’s time to review your estate plan
Dear [Client],
During July and August, we want to help you review your estate plan.
Perhaps you…
- Have experienced a change in family circumstances and you’d like to alter the amounts, timing, and/or recipients of wealth transfers under your plan;
- Want to confirm that your General and Health Care Powers of Attorney and Living Will are up-to-date, in light of any changes in state law or personal preferences; or
- Would like to refresh your understanding of your documents and the relevant rules.
Whatever the case may be, it is important to review your estate plan periodically.
Nevertheless, you might be reluctant to address the subject or review your documents on your own. This is natural, but we can help guide you through the complexities to ensure your wishes are carried out, and your family and assets are protected.
To facilitate a productive discussion, we have a checklist that outlines 18 considerations that are fundamental to an estate planning review [link to your white labeled version from your website or Google Doc].
While the checklist can help you spot good ways to identify all the different opportunities to consider, we are always available to meet with you to discuss your finances and goals, and to identify what the best opportunities are for you.
Please contact us today to schedule a time to discuss this further, or [schedule a time with us on our calendar here (insert your calendar link)].
Sincerely,
