Client Check-Ins

Many people make the mistake of treating estate planning as a one-time event. They create a will or trust, think their task is done, and put it out of their minds. However, estate planning is an ongoing process that requires regular review and updates to ensure it aligns with your current wishes and circumstances. At Oak Grove Estate Planning, we believe that successful estate planning is an ongoing journey, not a one-time job. Life is ever-changing, and your estate plan should reflect those changes. That's why our Louisiana estate planning attorneys conduct regular client check-ins to ensure your estate plan remains up to date and meets your evolving needs.

Our Firm Conducts Regular Client Check-Ins

At Oak Grove Estate Planning, we are committed to providing personalized, trusted estate planning services that give our clients peace of mind and security for the future. As part of our commitment to ongoing support, our firm offers complementary client check-ins every three years. During these check-ins, our experienced attorneys review your estate plan to determine if any updates or modifications are necessary.

Life is unpredictable, and circumstances can change. By conducting regular check-ins, we can ensure your estate plan is appropriate for your current and changing financial and personal situation. Our goal is to make sure your wishes are protected and that your loved ones are taken care of in the best possible way.

Life Events that Might Require Estate Plan Changes

Life is full of milestones and changes, many of which can impact your estate plan. Here are some common life events that might necessitate updates to your estate plan:

Marriage

Getting married is an exciting time, but it also brings with it certain legal implications. You may want to update your estate plan to include your new spouse as a beneficiary or to appoint them as an executor or trustee.

Divorce

On the other hand, going through a divorce requires revisiting your estate plan to remove your ex-spouse from any designated roles or benefits.

Birth of a Child

Welcoming a new child into your family is a joyous occasion, but it also means you need to consider their future in your estate plan. You may want to name guardians for your child and update your beneficiaries accordingly.

Starting a Business

If you've recently started a business, it's important to update your estate plan to ensure your business assets are protected and accounted for.

Changes in Wealth

Significant changes in your financial situation, such as inheritance or a windfall, may require adjustments to your estate plan to accommodate new assets or tax considerations.

Changes in Beneficiary Relationships

Relationships with beneficiaries can change over time, and it's important to reflect those changes in your estate plan. Whether you want to add new beneficiaries or remove existing ones, regular check-ins allow you to ensure these wishes are accurately reflected.

Changing Executor, Trustee, or Power of Attorney Designations

Designating individuals to fulfill crucial roles such as executor, trustee, or power of attorney is an important aspect of estate planning. However, as circumstances change, you may need to update these designations. Regular check-ins with our experienced attorneys allow you to review and modify these appointments as needed.

We Develop Lifelong Relationships With Our Clients

At Oak Grove Estate Planning, we believe in developing lifelong relationships with our clients. We understand that estate planning is not just about legal documents; it's about forging a connection based on trust and understanding. That's why we offer unlimited complementary advice to our clients. Once you are a client, you can call us any time to discuss any thoughts, issues, or changes in your life that could affect your estate plan.

We are committed to being there for you every step of the way, providing compassionate support and guidance. Our goal is to ensure your estate plan remains up to date and aligned with your wishes, allowing you to have peace of mind knowing that your loved ones will be taken care of according to your desires.

Get Started with Our Louisiana Estate Planning Attorneys

If you're in Louisiana, and in need of reliable estate planning services, look no further than our team at Oak Grove Estate Planning. As the only law firm in Louisiana that focuses solely on estate planning, we pride ourselves on delivering solutions tailored to each client's unique life and life changes. Contact our Louisiana estate planning attorneys today to schedule a consultation. Let us be your trusted partner in creating and maintaining a comprehensive estate plan that brings you peace of mind.

1-on-1 Attention

Every client works closely with our founder, attorney Andrew Mims, and our dedicated team to create a tailored plan that addresses their family's unique needs and future.

100% Specialized

Oak Grove is one of the only law firms in all of Louisiana whose sole focus is Estate Planning, so you can fully count on industry expertise.

Long-Term Support

Estate Planning is not a set-it-and-forget action. Laws can change. Life circumstances change. We provide you with continuous updates and support on your plan.