2020 Estate Plan Review
Has it been five or more years since you’ve reviewed your estate plan with Thompson Law? Join us for one of our six complimentary estate plan review sessions for existing clients. This is a perfect time to check-in and review your estate plan, ensuring it stays up to date as life changes.
This 60-90 minute course is geared for family members, special guests, and successor trustees to your plan. It provides an introduction to Thompson Law, a review of roles and responsibilities in your estate plan, an opportunity to ask questions, and a better understanding of:
– Funding and maintenance of your estate plan
– Functions of a successor trustee
– Role of designated agents
– HIPAA law updates and the importance of communicating life-sustaining treatment options
– Current estate planning topics and Thompson Law, PLLC. services
Bookings no longer allowed on this date.
