Document Review

How do I review my estate planning documents before signing them?

Review your estate planning documents by checking that all names are spelled correctly, beneficiaries are properly identified with full legal names, and asset descriptions match your actual property. Verify that your chosen executors and trustees are still appropriate choices and that their contact information is current. Look for any outdated provisions that no longer reflect your wishes, such as guardianship designations for children who are now adults. Take time to read through each section carefully rather than skimming, as small errors can create significant problems later.