Yesterday I met with a client from California who recently moved to Arizona.
She wanted to ensure her estate plan was valid here. During the review, we discovered her will did not include a guardianship provision—even though she believed it did.
This is a common and important reminder: regular reviews help confirm your documents say exactly what you intend and comply with your current state’s laws.
I recommend an annual review for peace of mind.
If you’d like help reviewing your plan, please call my office at (480) 719-7333 or visit https://kiermanlaw.com
