Life changes.
So should your estate plan.
At Jefferson Bank, our trust and wealth advisors will work with you, your attorneys, and family members to ensure your plan is up to date.
One thing is certain in life: Change happens. It's vital to regularly review and revise your financial and estate plans to reflect those changes.
Has there been a change in marital status? Do you have a need to revise your executor or guardian? Have you had a significant shift in assets? These are just a few of the situational questions our advisors will cover with you. They’ll also ensure your plan is consistent with current statutes and guidelines.
Get more information about reviewing and updating your estate plan here.
To review your current wealth strategy or establish a new estate plan, please fill out this form to get in touch with Rachel Trevino, Trust Administrator.