The Annual Revocable Living Trust Tune-Up

A revocable living trust can be one of the best, most effective ways to plan a coordinated estate strategy to avoid probate. However, this type of planning requires some maintenance to make sure your trust is doing everything it can. Too often, people with revocable living trusts go years, or even decades, without reviewing things. This is why my law office offers highly discounted Annual Review Meetings just to make sure our trust clients get the most for the money they spent on a trust plan.

Trust Tune-Up Items

Here are the main items we typically cover in an Annual Review Meeting:

While many times, there are hardly any changes at all to your revocable living trust, it is worth reviewing these items annually to make sure that your trust is still on track. In many cases, changes to the documents are only needed every 5 to 7 years on average. However, changes to accounts and investments typically happen a lot more frequently.

While these annual review meetings are only available to my law firm’s trust clients, my publishing company has a whole course for sale available specifically on funding a revocable living trust available at or you can check out the Free Webinar at