Has it been three or more years since you updated your estate plan?

But over time, circumstances change.

Attorneys retire. Laws change. Families grow. Assets increase.
And even thoughtfully prepared documents may no longer reflect your life — or your Catholic values — today.

A periodic review ensures your estate plan remains current, coordinated, and aligned with your faith.

This Catholic Estate Plan Review Guide will help you determine:

• Whether your plan is outdated
• Whether your trustees and agents are still appropriate
• Whether your trust is properly funded
• Whether your incapacity plan is clear and workable
• Whether your children’s inheritances are thoughtfully structured
• Whether your healthcare documents reflect Catholic moral teaching
• Whether your plan supports stewardship and charitable giving

A thoughtfully designed estate plan should protect more than assets. It should protect family unity — and secure your legacy rooted in your Catholic values.

Request the Catholic Estate Plan Review Guide >

Newport Beach’s leading estate planning law firm, with more than 400 five-star independent reviews from local families, Meier Law Firm has helped thousands of California families design and update estate plans with clarity and confidence.

We are known for:

• Thoughtful, comprehensive planning
• Long-term client relationships
• Exceptional service
• Catholic estate planning for families who want their faith reflected in their legal documents

This guide is a simple first step toward ensuring your plan remains current, coordinated, and aligned with your values.