FREE WEBINAR · SEPTEMBER 24 · 11:00 A.M. ET
The Estate Plan Stress Test
What Happens When Life Doesn’t Go According to Plan?
Life changes, but estate plans don’t update themselves. Join us for a practical session on what can affect an existing plan, what may be worth reviewing and where to start if something has changed.
Reserve your place
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WHAT YOU’LL GET FROM THE SESSION
A practical check on whether your estate plan still fits your life today.
See what changes can affect your plan
Understand how changes in your family, health, property or finances can affect the arrangements you already have in place.
Know what may be worth reviewing now
Focus on the areas that matter most, so important decisions are less likely to be made under pressure later.
Leave knowing where to start
Get a better idea of what may already be working well and what could need attention, without feeling like everything has to be redone.
NO PREPARATION NEEDED
You don’t need to know whether there’s a problem before you join us.
There’s no need to dig out old paperwork or prepare anything beforehand. The aim is to help you understand the questions that may be relevant to your circumstances and what a sensible next step could look like.