Phone: 805.720.3411 Email: Info@DeveyLaw.comEstate Plan and Estate Planning Document Reviews & Updates
Life changes—and so should your estate plan.
At Devey Law, we help California individuals and families keep their estate plans and legal estate planning documents up to date through timely reviews, amendments, and complete trust restatements. Whether you've experienced a marriage, divorce, birth, death, change in financial circumstances, or simply shifted your goals, we ensure your living trust, will, and powers of attorney reflect your current wishes.
Regular updates not only help avoid costly mistakes but also provide peace of mind that your plan will work exactly as intended when it matters most.
Review, Revise, realign —Keep Your Plan Working For YouWhat are Estate Plan
and Ancillary Document
Reviews and Updates?
Estate plan reviews and updates are an essential part of keeping your legal documents accurate, effective, and aligned with your current circumstances.
Over time, major life events such as marriage, divorce, the birth or adoption of a child, changes in financial assets, or the death of a loved one may impact the terms of your estate plan. In addition, updates to California law or changes in your personal preferences may also require revisions. Regular reviews ensure that your Revocable Living Trust, Last Will and Testament, General Durable Power of Attorney, California Advance Health Care Directive, and California HIPAA Authorization continue to reflect your wishes and provide the right people with authority to act on your behalf when needed.
At Devey Law, we work with clients across California to review their existing estate planning documents and make necessary changes through formal amendments, updated powers of attorney, or full trust restatements where appropriate. Whether your documents were originally prepared by our office or another firm, we ensure they remain legally compliant, current, and tailored to your evolving life and goals. Keeping these critical documents up to date helps protect your family, avoid delays or disputes, and gives you lasting peace of mind.
Our Estate Plan and Legal Estate Planning Core Document Review and Update Services
At Devey Law, we offer tailored review and update services for your complete estate plan and core legal documents, including Revocable Living Trusts, Wills, Durable Powers of Attorney, California Advance Health Care Directives, and California HIPAA Authorizations. Whether your plan was created with us or another firm, we provide a thorough legal analysis to identify outdated provisions, gaps in coverage, or changes in the law that may affect your plan’s effectiveness.
Our services include:
Comprehensive document review to assess accuracy and alignment with your current wishes, assets, and relationships.
Targeted amendments to update specific sections of a trust or will, such as changing trustees, beneficiaries, or powers of attorney.
Complete restatements of your Revocable Living Trust when extensive changes are needed, preserving the original date for continuity while modernizing the content.
Updated powers of attorney and health care documents to ensure your chosen agents still reflect your preferences and have the legal authority they need.
Property title and funding review to verify that your real estate and other assets are properly titled in your trust.
We take the time to walk you through the changes, answer your questions, and ensure you feel confident that your updated estate plan truly reflects your current life and intentions.
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Estate Plan and Estate Planning Ancillary Document Reviews & Updates
Life changes, and so should your estate plan or legal estate planning documents. Let Devey Law review your existing estate planning documents and discuss changes to fit your current situation.
We offer full Restatements to address comprehensive changes to your existing estate plan or trust.
We also offer Amendments for specific changes to your estate plan or trust without the need to execute entirely new documents.
Additionally we offer reviews and updates to ancillary estate planning documents such as Guardianship Designations, Durable Powers of Attorney, California Advanced Healthcare Directives, California HIPPA Authorizations, Personal Property Memorandums, etc.
Why Choose Devey Law?
At Devey Law, we provide thoughtful, California-specific guidance to ensure your estate planning documents—including your trust, will, and powers of attorney—are regularly reviewed, properly updated, and always aligned with your current needs and goals.
Schedule a Consultation
Take the first step in securing your legacy. Contact Devey Law today to schedule a consultation. Whether you need to create a new estate plan or update an existing one, we are here to help you protect what matters most.