An estate plan review is a process in which an individual or family evaluates and updates their estate planning documents and strategies to ensure they are current and effective.

Estate planning documents may include wills, trusts, powers of attorney, and other legal instruments that help manage and distribute assets after death or incapacity.

The review process may involve considering changes in life circumstances, such as marriage, divorce, birth or adoption of children, changes in financial status, or changes in health or capacity.

Estate plan reviews may also involve evaluating tax implications, asset protection strategies, and other legal considerations to ensure that the estate plan achieves the intended goals and provides the desired protections for beneficiaries and heirs.

Regular estate plan reviews can help ensure that estate planning goals are met, that assets are protected and that the estate plan remains in compliance with changing legal and financial requirements.

It is important to work with qualified professionals, such as estate planning attorneys or financial advisors, to conduct a thorough estate plan review and to make any necessary updates or adjustments.