To update your estate plan after a spouse’s death, begin by revisiting your will, beneficiary designations, and powers of attorney to reflect your new circumstances and wishes. Work with an estate planning attorney to address probate, retitling of assets, and any necessary updates to trusts. Additionally, consider reviewing your financial and legacy goals to help ensure your plan aligns with your long-term vision and provides clarity for your heirs.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
