When was the last time anyone really looked?

The plan that fit your life five years ago may not fit it today. Your family has changed, your assets have changed, and the laws around taxes, trusts, and probate have all moved. A regular review makes sure your plan still does what you actually need it to do.

• Marriage or divorce
• Birth or adoption of a child or grandchild
• Death of a beneficiary, executor, or trustee
• A significant change in assets, including business sale or inheritance
• Relocation to a new state
• Major changes in tax law
• A change in your relationship with named fiduciaries

A JM Law plan review is not a cursory read-through. We work through your existing documents, your current beneficiary designations, your titling, and your funding to assess whether the plan still reflects your goals. We deliver findings in plain language and recommend updates only where they are genuinely warranted.

Our review engagements are flat-fee, just like our planning engagements. You will know the cost up front and exactly what is included. If updates are needed, we will quote those separately and clearly so you can decide what to address now and what can wait.

Outdated beneficiaries on retirement accounts. Trusts that were created but never funded. Named executors who have moved or passed away. Plans drafted in another state that no longer comply with current local law. Most of these are completely fixable. The hard part is finding them before they become problems.

If you have moved since your plan was originally drafted, a review is especially important. Powers of attorney, healthcare directives, and trust governance can all need adjustment when state law changes around you. With licensure in five jurisdictions, we can often handle this directly without sending you to multiple firms.