The Omega Planners Optional Review Service
An estate plan is only as effective as it is current. Over time, lives change—new assets are purchased, accounts are opened or closed, beneficiaries evolve, and tax laws shift. Even small changes can create big problems if your estate plan doesn’t keep pace. To prevent this, Omega Planners offers an Optional Review Service, a comprehensive evaluation that ensures every aspect of your estate remains accurate, organized, and fully aligned with your goals.
Our Optional Review Service gives clients the opportunity to take a fresh look at their plan at any time—on their schedule, and according to their needs. It’s like a maintenance checkup for your estate, ensuring that everything continues to function as designed.
Why Regular Reviews Matter
Estate planning is not a “set it and forget it” process. Life events—marriage, divorce, retirement, relocation, new grandchildren, or the sale of a business—can all change how your plan should operate. Even when life seems stable, financial institutions may update policies, account structures may change, or new state and federal laws may affect how assets transfer.
The Omega Planners Optional Review Service helps catch these changes before they become costly mistakes. It ensures that your plan remains active, effective, and up to date—so your family is never left dealing with outdated documents or conflicting information.
What Happens During the Review
When you schedule your Optional Review, Omega Planners conducts a complete and detailed re-evaluation of your estate organization. The review includes:
1. Document Alignment and Legal Review Coordination
We confirm that your wills, trusts, powers of attorney, and healthcare directives still reflect your intentions and comply with current legal standards. If updates are needed, we coordinate with your attorney to implement those changes seamlessly.
2. Asset and Account Verification
We re-examine all titled assets, accounts, and property deeds to make sure they still correspond with your estate structure. We verify that ownership and beneficiary designations remain accurate, and we identify any new accounts or investments that should be added to your plan.
3. Beneficiary and Policy Review
Insurance policies, annuities, and retirement plans are reviewed for correct beneficiary designations. We confirm that these align with your estate plan and ensure no designations contradict your trust or will instructions.
4. Binder and Organization Update
Your Estate Organization Binder is updated to include any new or revised documents. Outdated versions are removed or archived, and new tabs, inventories, and summaries are created as needed. The result is a current, easy-to-follow roadmap for your family and professional advisors.
5. Professional and Family Coordination
We reach out to your financial advisor, insurance professional, attorney, and other relevant specialists to make sure everyone remains aligned with your current goals. If appropriate, we help communicate changes to key family members, trustees, or executors.
Peace of Mind That Endures
By the end of the review, you’ll know that your estate plan is current, coordinated, and ready for the future. You’ll receive an updated binder and summary report outlining all adjustments made and recommendations for next steps.
The Omega Planners Optional Review Service can be purchased at any time, allowing you to choose when you need a review most—whether it’s annually or after major life events.
With this service, your estate plan doesn’t just stay organized—it stays alive, accurate, and effective. Because true peace of mind comes from knowing your plan still works exactly the way you intended.
