Ongoing Estate Plan Maintenance
Estate Plan Maintenance Lawyer in San Antonio, TX
Your life has changed since you signed your plan. Has your plan kept up? Amanda Skeen reviews, updates, and funds your estate plan so it still works when your family needs it.
HOW WE KEEP YOUR ESTATE PLAN UP TO DATE
An estate plan is built once, but it needs to be maintained. Estate plan maintenance keeps your documents current as your life changes.
Estate Plan Reviews
We check your will, trust, and powers of attorney against your family, your assets, and current Texas law.
Life-Event Updates
Marriage, divorce, a new child or grandchild, or a death in the family. We update your plan to match.
Trust Funding
We transfer your home and accounts into your trust, so they avoid probate the way you intended.
Beneficiary & Designation Updates
Life insurance, retirement accounts, and payable-on-death accounts that point to the right people.
Trustee, Executor & Agent Updates
Replace people who have moved away, passed on, or are no longer the right choice.
Out-of-State Plan Updates
Moved to Texas? We review the plan you brought and update what Texas banks and hospitals may not accept.
The Real Cost of an Outdated Estate Plan
A plan that is five, ten, or fifteen years old can create the very problems it was meant to prevent. Regular estate plan maintenance stops them.
Ex-Spouse Still Named
Old documents can leave assets or decisions to a former spouse.
Unfunded Trust
Assets left outside your trust may still go through probate.
New Child Left Out
Children or grandchildren born after signing may not be included.
Agents Who Can't Serve
Your executor or agent may have moved away or passed on.
Old-State Documents
Plans from another state may not work smoothly in Texas.
Property Changes
New homes and accounts may not match your plan.
Changed Wishes
Your plan may reflect who you were years ago, not today.
Law Changes
Changes in tax and Texas law can affect how your plan works.
How We Update Estate Plan Documents
Four simple steps to a plan that matches your life today.
Review Your Current Plan
We read every document you have, from any attorney or state.
Identify What Changed
We compare your plan to your family, assets, and current Texas law.
Update & Fund
We prepare amendments and transfer assets into your trust.
Confirm & Set a Cadence
We sign the updates and set a schedule for your next review.
A Plan That Still Works
Confidence that your plan matches your life today.
A Fully Reviewed Plan
Every document checked against your life and Texas law.
Properly Funded Trusts
Your home and accounts titled the way your plan requires.
Current, Accurate Documents
Updated agents, beneficiaries, and instructions your family can follow.
Ongoing Support
A set review schedule and direct access to Amanda between reviews.
An Estate Plan Maintenance Lawyer Who Stays With You
Families across San Antonio and the Hill Country trust us to keep their plans current year after year.
Focused Experience
Estate planning and probate are our entire practice, not a side service.
Personal Attention
Every estate plan review is handled by Amanda, not a rotating team.
Complete Planning Support
From trust funding to probate, we handle every part of your plan.
Proven Experience
More than 500 families have trusted us with their estate planning.
Other Services
Need a new plan or added protection? We can help with that too.
Step-by-step guidance for families after a loved one passes.
Buy-sell agreements and ownership transfer plans for your company.
what our customers say
READY TO KNOW YOUR PLAN STILL WORKS?
Schedule your estate plan review today to find out what’s current, what needs updating, and whether your plan still reflects your family, assets, and wishes.
FAQs
What does an estate plan maintenance lawyer do?
An estate plan maintenance lawyer reviews your existing will, trust, and powers of attorney, then updates them as your family, assets, and Texas law change. That includes funding your trust and updating beneficiaries.
How often should I update my estate plan?
Review your plan every three to five years, and right away after a major life event. Regular estate plan maintenance catches small problems before they become expensive ones.
What life events mean I should update my estate plan?
Marriage, divorce, a birth or adoption, a death in the family, a move to a new state, buying or selling property or a business, or a big change in your assets or health.
Why does my trust need funding after it's set up?
A trust only controls assets that are titled in its name. If your home or accounts were never moved into the trust, they may still go through probate.
Do I need to rewrite my whole plan to make estate plan updates?
Usually not. Many changes can be made with a trust amendment or a will codicil. If there are many changes, a restated trust or new will can be cleaner.
How Do I Know If My Estate Plan Is Still Working?
Yes. Changes to Texas law and federal tax rules can affect how your documents work. A periodic review makes sure your plan still does what you intended.
I moved to Texas. Should I update my estate plan?
Yes. Out-of-state powers of attorney and medical documents may be questioned here, and Texas community property rules can change how your plan works.
Can you update an estate plan another lawyer prepared?
Yes. We review plans prepared by other attorneys and in other states, then recommend what to keep and what to update. Schedule your plan review.