08/25/2026
Sometimes, estate planning gaps show up in ordinary client conversations. 🗂️
A client mentions a new grandchild, a recent home purchase, a business transition, retirement plans, or a change in family dynamics. It may sound like a quick update, but those details can signal that an estate plan deserves another look.
For financial advisors, CPAs, and other referral partners, these moments are often where the bigger planning conversation begins.
Our attorneys help clients connect those changes back to their estate plan, so their documents, decision-makers, and long-term wishes still reflect the life they are actually living.
When a client update sounds like it may need legal planning support, McDevitt Law Group is here to help: https://www.mcdevittlawgroup.com/estate-planning