Estate Planning Review Services in Kent
Free triennial review service. Keep your will, LPAs, and estate plan up to date as your life changes.
Why regular reviews are essential
Life changes. Your estate plan needs to keep pace.
What can go wrong
- Outdated executors: The person you named 10 years ago may no longer be suitable or willing
- Wrong beneficiaries: Ex-spouses or estranged family members still included
- Missed tax savings: Changes in law could save your beneficiaries thousands
- Invalid provisions: Gifts to charities that no longer exist or merged
What a review achieves
- Confirms your documents still reflect your wishes
- Identifies tax planning opportunities
- Updates for changes in legislation
- Peace of mind that everything is current
When you should review your estate plan
These life events are strong triggers for an immediate review
Marriage or divorce
Marriage automatically revokes a will. Divorce changes intestacy rules. Both require immediate updates.
Birth or adoption
New children or grandchildren mean updating guardianship appointments and beneficiary provisions.
Death of beneficiary or executor
If someone named in your will dies, you'll need to appoint replacements.
Significant asset changes
Buying/selling property, receiving inheritance, or major investment changes affect your estate plan.
Moving house
Property value changes and new addresses need reflecting in your documents.
Business changes
Starting, selling, or closing a business requires updating business succession planning.
Changes in tax law
Regular reviews ensure your estate plan remains tax-efficient under current legislation.
Health changes
Diagnosis of serious illness may prompt changes to healthcare decisions and timing of gifts.
What our review service includes
Comprehensive review at no charge for existing clients
Important: We recommend reviewing your will every 3-5 years, or immediately after any major life event.
Review service pricing
For our clients
FREE
Every 3 years
- Complimentary triennial review
- Free codicil for minor changes
- Written recommendations included
For non-clients
£75
One-time fee
- Review of existing documents
- Written assessment and recommendations
- Quote for any required updates
If significant changes are needed, we'll provide a fixed fee quote for a new will
Related guides
Read practical guidance before deciding which support is right for you.