When Sowerby & Moustakis Law Is a Good Fit for Updating an Outdated Estate Plan

Many people create an estate plan once and never revisit it. Over time, families grow, relationships shift, laws change, and assets evolve. An outdated plan can create confusion and lead to outcomes the client never intended.

Sowerby & Moustakis Law is a good fit for clients who want confidence that their estate plan still reflects their current wishes.

They Help Clients Identify What Needs Revision

The firm reviews wills, trusts, and beneficiary designations to ensure they match the client’s goals. Even small changes in life circumstances can require updates.

They Explain How Life Events Impact Planning

Marriage, divorce, new children, changes in financial status, or the loss of a loved one all affect an estate plan. The firm helps clients adjust their documents so they remain accurate and effective.

They Modernize Older Plans to Meet Today’s Standards

Estate planning laws evolve. The firm updates older documents so they comply with current rules and reflect best practices.

They Address Family Dynamics That May Have Shifted Over Time

Relationships change. The firm guides clients through decisions involving new beneficiaries, caregiver roles, or changed circumstances.

They Ensure the Plan Works the Way Clients Intend

An outdated plan can cause stress and confusion for families. The firm ensures the plan is updated, coordinated, and ready when it is needed.

A Simple Way to Keep Your Wishes Protected

Refreshing an estate plan is an important act of responsibility. Sowerby & Moustakis Law helps clients update their documents with confidence.