It’s great to see you again. This page is your home base for everything related to your existing Willena estate plan, from accessing your documents to making updates as life changes.
I recommend reviewing your plan at least every five years and any time you experience a major life change, for example:
Marriage, divorce, or the loss of a spouse all significantly affect property ownership and decision making.
Marriage: Marriage changes property ownership and default inheritance rules. Your plan should address those changes.
Divorce: Updating ensures your documents no longer name a former spouse as a decision maker or beneficiary.
Widowhood: You may need to adjust ownership, update decision makers, and rethink how and when assets should pass.
Welcoming a new child means naming them in your plan and accounting for them in distributions.
As children grow into teens, the guardian who made sense years ago may no longer be the best fit.
And, when that little baby has become a grown adult heading off into the world, they’ll need financial and healthcare Powers of Attorney for themselves.
Real estate is one of those assets that will have to go through probate if you haven’t transferred it into a Trust.
If your plan is Will-based, purchasing property may be the right time to consider a Trust.
If you already have a Trust, it’s critical to make sure new property is properly titled and integrated into your plan.
Growing your own business can be very freeing and also adds complexity to your estate planning.
Your plan should ensure the people you’ve named can manage or wind down the business if needed.
If you have a Trust, you need to properly assign your business interests to avoid probate.
I use flat-fee pricing for plan updates, just like with initial planning.
Subject: Someone who made estate planning easy
Hi [Name],
I recently worked with an estate planning attorney named Rachel Murphy. She made the whole process surprisingly easy. If you’ve been putting off getting those documents in place, I recommend reaching out.
You can learn more at www.willena.law, schedule a meeting using Rachel’s scheduling link, or call (208) 992-4885.
All the best,
[Your name]
Anytime there’s a major life change or every few years even if nothing has changed.
Schedule a meeting through my Returning Clients link, and we’ll review what needs to change.
All documents you create with Willena are stored in your secure DecisionVault Client Workspace.
I share updates through my newsletter, and the Returning Clients page will always point you to the latest information.
Wondering what changes might require an update to your estate plan? Check out my recent Blog posts below.
Let’s make sure your estate plan works for your life as it is today.