Is Your Estate Plan
Up to Date?
A simple guide to help you review your documents, make needed updates, and protect the people you love.
Understand what each document does – without legal jargon
Spot common mistakes that create stress for families
See exactly when to update your plan
Use checklists you can finish this month
Get Your Free Update Guide
We respect your privacy and never sell your information.
By downloading this ebook, I agree to Parkwoods Wealth Partners adding me to their mailing list.
Your Family Changes. Your Estate Plan Should Too.
Most families have estate documents that made sense years ago – before a move, before grandkids, or before their financial life got more complex. But outdated documents can create real stress for the surviving spouse and adult children.
This guide helps you understand what you have, what may be missing, and the simple updates that keep your wishes clear.
"I have confidence that we’re doing the right things. We’re not worrying – and you have a lot to do with that."
-Mary Beth L., Parkwoods Client
Testimonials provided by current clients as of the time the testimonials were provided. Clients are not compensated for providing testimonials. The testimonials appearing on this page are not representative of all client opinions of Parkwoods Wealth Partners. Client experiences can vary from the experiences reflected herein. Testimonials should not be viewed as the sole determining factor in obtaining or retaining an adviser’s services, and do not guarantee client satisfaction, success of a particular service or investment, or financial outcome.
A Clear, Practical Toolkit to Review Your Entire Estate Plan
Inside, You'll Get:
A simple Review Rhythm to know what to check – and how often
An Estate Plan at a Glance worksheet to organize your documents
Clear explanations of Wills, Trusts, POAs, Healthcare directives, and common mistakes to avoid
A beneficiary and account-titling sweep to make sure everything follows your wishes
A checklist to help you decide whether a Revocable Trust is right for your situation
Guidance for reducing stress on your spouse and adult children
Digital-life templates and a Letter of Instruction outline
A 30-day action plan to help you make real progress this month
"Parkwoods has taken the worry and second guessing out of managing our nest egg."
-Patricia J., Parkwoods Client
Testimonials provided by current clients as of the time the testimonials were provided. Clients are not compensated for providing testimonials. The testimonials appearing on this page are not representative of all client opinions of Parkwoods Wealth Partners. Client experiences can vary from the experiences reflected herein. Testimonials should not be viewed as the sole determining factor in obtaining or retaining an adviser’s services, and do not guarantee client satisfaction, success of a particular service or investment, or financial outcome.
Built for Families Who Want Simplicity, Clarity, and Confidence
Especially helpful if you:
Created your estate documents more than a few years ago
Have adult children – or grandchildren – and want your plan to match your life today
Want to protect your spouse from confusion or complexity
Are concerned your beneficiaries, titling, or trust funding may be outdated
Prefer straightforward explanations rather than legal jargon
Want to avoid leaving your family with a stressful or disorganized process
"I have confidence in my financial plan.”
-Nelson C., Parkwoods Client
Testimonials provided by current clients as of the time the testimonials were provided. Clients are not compensated for providing testimonials. The testimonials appearing on this page are not representative of all client opinions of Parkwoods Wealth Partners. Client experiences can vary from the experiences reflected herein. Testimonials should not be viewed as the sole determining factor in obtaining or retaining an adviser’s services, and do not guarantee client satisfaction, success of a particular service or investment, or financial outcome.
“Estate planning isn’t only about documents – it’s about making life simpler for the people you love. When families slow down, get organized, and put their wishes in plain language, something shifts. Clarity brings peace, and it brings everyone closer.”
-Chris Gardner, CFP®, Founder & Wealth Advisor
Parkwoods advisors help families organize their financial lives, simplify complex decisions, and translate values into practical steps. This guide reflects the same approach we use every day with clients: calm, straightforward, and centered on what matters most.
"Ethical, knowledgeable, and caring.”
-Sametta G., Parkwoods Client
Testimonials provided by current clients as of the time the testimonials were provided. Clients are not compensated for providing testimonials. The testimonials appearing on this page are not representative of all client opinions of Parkwoods Wealth Partners. Client experiences can vary from the experiences reflected herein. Testimonials should not be viewed as the sole determining factor in obtaining or retaining an adviser’s services, and do not guarantee client satisfaction, success of a particular service or investment, or financial outcome.
Common Questions
How do I know if my estate plan needs an update?
Most families should review their plan every few years or after major life changes. The guide walks you through a simple checklist to see what’s current and what needs attention.
Do I need a lawyer to use this guide?
No. The guide helps you get organized, spot gaps, and understand what needs updating. Many people bring it to their attorney to make the legal part easier and faster.
Is this relevant if I already have a Will or Trust?
Yes. Many issues arise not from missing documents, but from outdated ones. The guide helps you confirm that your plan still reflects your wishes.
How long will it take to work through the guide?
Most people can review the key sections in under an hour. The checklists make it easy to return to specific items when you’re ready.
Get Your Free Estate Plan Update Guide
Review your documents with confidence and make sure your wishes still match your life.
Get Your Free Update Guide
We respect your privacy and never sell your information.
By downloading this ebook, I agree to Parkwoods Wealth Partners adding me to their mailing list.
Parkwoods Wealth Partners (Parkwoods) is a SEC registered investment advisor. Registration of an Investment Advisor does not imply any level of skill or training. There are many different interpretations of investment statistics and many different ideas about how to best use them. Past performance is not indicative of future performance. The information provided is for educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy or sell securities. There are no warranties, expressed, or implied, as to accuracy, completeness, or results obtained from any information on this presentation. All investments involve risk.
The information throughout this presentation, whether stock quotes, charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission there of to the user.
Testimonials provided by current clients as of the time the testimonials were provided. Clients are not compensated for providing testimonials. The testimonials appearing on this page are not representative of all client opinions of Parkwoods Wealth Partners. Client experiences can vary from the experiences reflected herein. Testimonials should not be viewed as the sole determining factor in obtaining or retaining an adviser’s services, and do not guarantee client satisfaction, success of a particular service or investment, or financial outcome.
Parkwoods only transacts business in states where it is properly registered or excluded or exempted from registration requirements. It does not provide tax, legal, or accounting advice. The information contained in this presentation does not consider your particular investment objectives, financial situation, or needs, and you should, in considering this material, discuss your individual circumstances with professionals in those areas before making any decisions.