There can be situations where a facilitating adviser or customer identifies aspects of the draft estate planning documents that they believe may require changes.
Some examples include:
1. Typographical errors in names or addresses (possibly due to data entry oversights).
2. Specific instructions in relation to gifts or appointments of key roles (eg executors, trustees or attorneys) not followed precisely.
3. Changed instructions, as a result of evolving thought processes.
Whenever possible changes are identified, please email a summary to email@example.com.
Our team will review the feedback and ensure the lawyer conducting the online meeting includes a discussion on the issues when the relevant estate planning documents are reviewed.
All changes required to the documents will be made during or after the online meeting.
The final agreed estate planning documents will then be issued for signing.