This couple had previously retained our services to complete their estate plan, but they had a new daughter after everything was completed. Because of this, they wanted to change their estate plan to include her name in everything and to include her in the distributions of their estate.
We drafted a First Codicil to Last Will and Testamentary for each of them, and added their daughter’s name to all of their guardian documents. They came in to sign everything with us.
Need estate planning help but not sure where to start? Click the link to check out this free presentation I put together that will answer all your questions (it’s basically the talk I give at potential client strategy sessions):
And, if you know you just want to talk, click the link below to schedule a free strategy session with us: