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On behalf of the entire team at Wagner Oehler, thank you for trusting us with your estate plan.
An estate plan is really just a strategy—it’s a way to leave behind a manageable to-do list for your loved ones instead of a mess. Now that your plan is in place, here are a few things to keep in mind to make sure everything actually works when the time comes.
Your documents are important. They set up the strategy for your plan, so you want to store them somewhere safe but also accessible.
Think about where you’re keeping them—maybe a fireproof safe at home or another secure place. And if you’ve named people to handle things for you (like your personal representative or trustee), consider letting them know where your documents are, just in case something happens.
This is a big one. Your estate plan only works if your assets are set up to follow the rules you put in place.
For example, if you created a trust, your accounts and property need to be titled correctly so they actually follow the trust when the time comes. We’ve given you trust funding instructions to help with this, including the exact name of your trust.
Not sure if everything is set up the right way? Reach out to us—we’re happy to walk you through it!
Life changes, and so should your estate plan. If you’ve had a birth, death, marriage, divorce, or other big life event, it’s time to check in and make sure your plan still works the way you want it to.
And even if nothing major has happened, it’s still a good idea to review your plan every few years. Laws change, and sometimes small updates are needed to keep things on track.
At Wagner Oehler, we want your plan to actually work when your family needs it. If you have any questions or need to make changes, just give us a call—we’re always happy to help.
And if you found our services helpful, we’d really appreciate it if you left us a review on Facebook or Google. It helps others looking for estate planning guidance, and we’d love to hear your feedback.
Thanks again for trusting us with this process. We’re always here when you need us!
To learn more about estate planning, keep an eye on our Events page located at: https://www.wagnerlegalmn.com/events/.
If you’re ready to start being proactive about your estate plan, contact us to get started.
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