Total Cost $250

Deposit $125

Balance on completion $125

Why Keeping Your Estate Plan Current Matters

Your estate plan is a snapshot of your life at one point in time. But over the years, your circumstances, assets, and relationships change. What worked five years ago may no longer reflect your current reality.

Common reasons an estate plan becomes outdated include:

• Changes in family structure — marriage, divorce, birth of a child or grandchild, or the loss of a loved one.

• Asset or financial changes — new real estate purchases, business ownership, investment growth, or account closures.

• Beneficiary changes — shifting family priorities, new heirs, or charitable intentions.

• Tax and legal updates — estate, gift, and income tax laws evolve regularly and can affect the structure or efficiency of your plan.

• Relocation — moving to another state can change which laws apply to your estate documents.

If your plan doesn’t reflect these changes, your heirs may face delays, unnecessary taxes, or disputes — even if your intentions were clear when the plan was first created.

The Omega Planners Review & Update Program

To prevent these problems, Omega Planners offers a simple, structured Review & Update Program that makes it easy to keep your plan accurate and current.

During each review, we:

1. Reevaluate your entire estate plan — including wills, trusts, powers of attorney, and healthcare directives — to confirm they still reflect your intentions.

2. Recheck ownership and titling of assets, ensuring that deeds, accounts, and policies remain consistent with your plan.

3. Verify beneficiary designations on insurance policies, annuities, and retirement accounts to ensure they align with your overall estate structure.

4. Update your Estate Organization Binder, replacing outdated documents and adding new information for clarity and accessibility.

5. Coordinate with your attorney, financial advisor, and insurance professionals to make sure all professionals remain synchronized.

This process ensures that every part of your plan continues to work together as a complete, functional system — not a collection of disconnected documents.

The Value of Ongoing Confidence

The true value of the Omega Review & Update Program is peace of mind. You’ll know that your estate plan reflects your current life, your wishes are protected, and your family won’t face unnecessary confusion when the time comes.

Our clients appreciate the simplicity — no guesswork, no chaos, no uncertainty. Just a clear, organized system that evolves with them.

At Omega Planners, we don’t just create estate plans — we help you maintain them for life. Because true estate planning success isn’t measured by the day you sign the documents, but by how well your plan works when your family needs it most.