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Top 10 Reasons to Update Your Estate Plan with InHeirit




If you have an estate plan, you're already ahead of the game. But, it's important to regularly review and update it to ensure that it reflects your current situation and wishes. Whether you're a first-time planner or a seasoned estate holder, InHeirit can help you navigate the process and make sure your estate is in good hands.


Here are the top 10 reasons why you should update your estate plan with InHeirit:


  1. New Child or Grandchild: Welcome a new addition to your family and ensure their future is secure with Inheirit's estate planning tools.

  2. New Marriage: Protect your assets and provide for your new spouse or partner with Inheirit's customizable estate planning options.

  3. Retirement: Feel confident in your financial future by reviewing and updating your estate plan with Inheirit at retirement.

  4. New Laws: Stay up-to-date with changing state and federal laws, with InHeirit's legal expertise.

  5. Expand Your Beneficiaries: Allocate your estate to benefit organizations, charities, and loved ones with Inheirit's flexible beneficiary options.

  6. Child Has Reached the Age of 18: Celebrate this milestone by updating your estate plan with Inheirit to recognize your new adult beneficiary and provide them with the necessary Power of Attorney, HIPAA Release, and Health Care Proxy.

  7. 7. Divorce or a Death in the Family: Adjust your estate plan with Inheirit to redistribute assets and ensure that your loved ones are taken care of.

  8. 8. Opening a New Business: Protect your business and establish a succession plan with Inheirit's business planning tools.

  9. 9. Receiving an Inheritance: Account for new assets and ensure that your estate plan reflects your updated financial situation with Inheirit's expert guidance.

  10. The Passage of Time: Stay on top of your estate plan with Inheirit's regular review and update services, ensuring that it always reflects your current wishes and circumstances.

With Inheirit, you can rest assured that your estate plan is in good hands. Our experienced team will guide you through the process, ensuring that your wishes are carried out and your loved ones are protected. Contact us today to get started on your estate plan update.

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