Ensure your existing estate plan still works the way you intended. The Trust Review Plan is designed for families who already have a trust but want to ensure it remains current and properly coordinated with their assets. Many trusts are created once and never reviewed again, even after major life or financial changes. Outdated trusts may not reflect your current wishes or financial situation. In many cases, assets were never properly transferred into the trust, the trust was written years ago when tax, legal or medical laws were different, you wrote the trust in a different state than where you currently live or major life events such as death, divorce, new children or grandchildren, a dramatic increase or decrease in your net worth or major assets were bought or sold. This review process helps identify gaps and opportunities to strengthen your plan.