When should you review your client's estate plan?

Advisers can use inherit's detailed investigatory process for clients who are yet to make their own Will or for those who have created a Will but are uncertain if their Will or estate plan needs changing.

Inherit's proprietary Legal bot will help you navigate and ask all of the necessary and relevant questions of your client to search out and identify issues within their family circumstances and with their existing estate plan that might require amendment, review or discussion with a inherit panel lawyer.

Recently, advisers have asked us when they should review their client's estate plan and what events or circumstances should trigger a review?

We have put together the attached checklist to guide you on when to have an estate planning conversation with your client. It might help you initiate a discussion with a client to carry out a full review of their estate plan as part of your existing service offering