I have practiced law for over 15 years, first working at a medium-sized firm in San Francisco handling civil litigation, and then moving into estate planning, small business and contract law since 2010. I value people, the planet, and prosperity that does not adversely affect the former.

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Reviewing Your Estate Plan after the Death of a Loved One

Losing a loved one is never easy, and it’s important to allow yourself time to grieve and process. When you’re ready, reviewing and updating your estate plan after the death of a loved one is crucial to ensure your wishes are honored. The loss of a key person named in your estate planning documents, whether as a beneficiary, executor, trustee, or agent, can have significant implications. By revisiting your will, trust, and powers of attorney, you can make necessary updates to avoid legal complications and protect your family’s future. Discover the essential steps to take when revisiting your estate plan after a loved one’s passing.

November 12, 2024

Close-up of a wooden desk with law books and documents, where two professionals are reviewing paperwork together. One person is wearing a light-colored suit and holding a pen, while the other wears a dark suit and holds a document.

Blog, Estate Planning, Legacy

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