2020 Estate Plan Review


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