It is recommended that you check your estate plan annually. Definitely make sure to update your estate plan if you’ve been through or you’re going through one of the following events:
- About to have a surgery
- About to major travel
- Your first real job
- Getting married
- Having a baby
- Adopting a child
- Getting divorced
- Your kids going off to college
- Your kids getting married
- Birth of grandchild
- Planning for retirement
- Being diagnosed with a serious illness
Existing Customers: Head over to your dashboard to update your estate plan.
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