Top
Knipp Law Office Knipp Law Office
704-610-4276
Legal Insights You Can Trust

Is Your Estate Plan Outdated?

Review the questions below to see if it is time for an Estate Plan Check-Up

  1. Has it been more than 3 years since you reviewed your current estate plan?
  2. If you have minor children, does your estate plan name Guardians for them?
  3. Since creating your estate plan, are your children now adults?
  4. If you have a Trust, are there any assets that you have not transferred into your Trust?
  5. If you become disabled, is your Power of Attorney document for financial decisions older than 5 years?
  6. If you become disabled, is your Power of Attorney document for health care decisions older than 5 years?
  7. Are there any gifts you would like to make to charities at your death that have not been clearly set forth in your planning documents?
  8. Is there any personal property that you would like distributed that have not been clearly set forth in your planning documents, including the care of any surviving pets?
  9. Since you signed your planning documents, have you changed your mind about any aspect of the plan?
  10. Has the value of your assets changed since you signed your planning documents?
  11. Have you added or changed the kind of assets you own since your planning documents were signed?
  12. Have you recently been married, divorced or widowed since your estate planning documents were signed?
  13. Have you had children since your estate planning documents were signed?
  14. Have your children had children?
  15. Have any of your children been married, divorced or died since your planning documents were signed?
  16. Have you, your spouse or child become physically or mentally incapacitated since your planning documents were signed?
  17. Have you bought or sold a house or other piece of property since your planning documents were signed?
  18. Are you contemplating selling stock or other valuable assets with a low cost basis?
  19. Have you moved between states since your planning documents were signed?

If you have answered ‘YES’ to any of these questions, it is a good idea to schedule a review appointment.

Decades of Experience

Helping Clients Protect What Matters Most
  • Recognized Leaders

    Our legal affiliations reflect our commitment to advanced training, ongoing education, and elevated estate planning standards.

  • Convenient Office Locations
    With multiple office locations and flexible virtual meeting options, we make it easy to meet in the way that works best for you.
  • Education-First Approach

    We believe you should fully understand the documents you sign. Our team takes the time to explain your options and ensure you leave with confidence, not confusion.

  • Law Made Simple

    We’ve built a streamlined, guided process that makes legal documents easier than you think. We offer flexible virtual meetings and clear next steps at every stage.

  • Educational Resources and Supportive Guidance
    We provide educational resources to help you understand your options and make informed decisions.
  • Comprehensive Protection for Your Future and Legacy
    The firm guides clients to ensure both peace of mind and meaningful protection for loved ones.

A Reputation Built on Trust and Results

You Deserve Honesty, Dedication, and Strong Legal Advocacy
    Punctual & Responsive
    “Punctual, responsive, is what I look for as my time is valuable. Beth was great about explaining, providing examples, and helping me get through the process.”
    - D. Washington
    Efficient, Proactive, Professional
    “Beth and her team were efficient, proactive, professional, and excelled at their communication. Really appreciate the help to get my Will and related documents ready and in place. Thank you.”
    - Joe M.
    Very Friendly and Knowledgeable
    “Very friendly and knowledgeable customer service. We had our will completed. Last year we closed on our house with Knipp law. I highly recommend them.”
    - Brian Miller
    Absolutely Amazing
    “Beth and her team were absolutely amazing. Answered all of my questions and prepared everything quickly. Thanks for the amazing work.”
    - Jeffrey Paul Wolff
    Very Detailed and Thorough
    “Beth Marks was very professional to deal with, no nonsense get it done approach. She was able to prioritize our needs. Very detailed and thorough. Explained the documents well. Love her dry sense of humor. We have also used them for 2 real estate deals and experienced the same level of professionalism.”
    - Barb McCabe
    An Exceptional Experience
    “My wife and I had an exceptional experience with Knipp Law Firm. Tarrah Brown was extremely helpful, answered all of our questions and communication was great throughout the entire process. Will definitely recommend to others and will use them ourselves again in the future!”
    - Andrew Palladino
    Knowledgeable and Very Receptive
    “Excellent service from start to finish. Staff were knowledgeable and very receptive to all my wishes as a client.”
    - Keye A.
    Very Caring and Concerned
    “This people are the best! Easy to work with. Very caring and concerned about my family’s future. Nothing but good vibes from this firm. Thank y’all so much for everything. Tim”
    - Cackalacka Boi

Contact Us

Every client’s challenges are different. Our team is here to listen, answer your questions, and help you explore the legal solutions available to you.

  • Please make a selection.
  • By submitting, you agree to receive text messages from Knipp Law Office at the number provided, including those related to your inquiry, follow-ups, and review requests, via automated technology. Consent is not a condition of purchase. Msg & data rates may apply. Msg frequency may vary. Reply STOP to cancel or HELP for assistance. Acceptable Use Policy