Estate Planning

Individuals and families need an estate plan to document their wishes, name decision-makers, and direct how property should be handled. The plan should be reviewed and updated when life or family circumstances change.

Seneca Law helps clients create and update estate plans that reflect their family, assets, responsibilities, and long-term goals.

An estate plan can include wills, trusts, powers of attorney, and advance health care directives. It may also address beneficiary designations, account ownership, and payable-on-death or transfer-on-death instructions, which can affect how certain assets pass after death.

Seneca Law helps clients coordinate these pieces so the plan works together as intended.

When life changes, an estate plan may need to be reviewed. Marriage, divorce, the birth or adoption of a child, a medical diagnosis, retirement, relocation, the death of a loved one, or a significant change in assets or family responsibilities may affect an existing plan. Reviewing it regularly, such as every five years, also provides an opportunity to confirm that your documents still reflect your wishes.

Estate planning may include:

  • Wills
  • Revocable living trusts
  • Powers of attorney
  • Advance health care directives
  • Living wills
  • Special needs planning
  • Trust planning
  • Charitable planning
  • Planning for changing family, financial, or health circumstances

Plan clearly now, so the next step is easier later.

Talk with Seneca Law about what is changing, what needs attention, and what to do next.
Get Started