The Omega Planners Continuation Process
An estate plan is not a one-time project—it’s a living, evolving structure that must grow and adapt as life changes. Marriages, births, deaths, relocations, new investments, or changes in tax law can all alter the effectiveness of an existing plan. That’s why Omega Planners developed its Continuation Process—a comprehensive system designed to keep your estate plan accurate, organized, and aligned with your long-term goals.
We understand that a plan that worked perfectly five years ago may not fit your situation today. Our continuation process ensures that your estate plan continues to function exactly as intended, no matter how your circumstances change.
Maintaining a Living, Breathing Plan
The Omega Planners Continuation Process begins with the recognition that estate planning is never truly “finished.” Even when a plan has been executed and verified, new assets are acquired, accounts change, and laws evolve. Without ongoing attention, the most carefully built plan can become outdated or ineffective.
Our continuation process keeps your plan alive. Through structured reviews and proactive updates, we make sure your estate remains well-coordinated and organized. We check for inconsistencies, missing documents, or life events that may require updates to your trust, will, or financial accounts.
We view your estate as a living system—one that deserves the same level of care and maintenance as your financial or health plan.
The Omega Planners Review Package
At the heart of our continuation process is the Omega Planners Review Package. This package provides a full re-evaluation of your estate plan, organization, and assets. During the review, we revisit every critical aspect of your plan, including:
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Legal Document Alignment: Confirming that wills, trusts, and powers of attorney still reflect your wishes and match your current circumstances.
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Asset and Account Verification: Reviewing ownership, titling, and beneficiary designations to ensure they remain consistent with your estate structure.
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Binder and Documentation Update: Reorganizing and updating your Estate Organization Binder to include any new assets, updated forms, or important changes.
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Professional Coordination: Communicating with your attorney, financial advisor, insurance professional, or CPA to make sure all professionals remain synchronized with your plan.
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Family Communication: Helping you update heirs or executors so they understand any changes or new instructions.
This review process acts as a full “checkup” for your estate plan—ensuring that every detail continues to function in harmony.
