Legal Life Tools

Tools for Life’s What-Ifs

Planning Isn’t One-and-Done

Legal Life Tools keep your plan—and your family—protected.

Most estate plans are out of date the moment life shifts—whether it’s a new baby, a house sale, or a change in relationships. At Eréndira Castillo Law, we believe your plan should be a living part of your life, not something you file away and forget. Our Legal Life Tools are designed to keep your plan current, your assets aligned, and your family prepared through every stage of life.

What Are Legal Life Tools?

They’re everything traditional planning leaves out.

Asset Alignment Support

Making a trust is one thing—making sure your assets are actually titled correctly is another. We help ensure everything is properly funded and tracked.

Family Wealth Legacy Interviews

We help you capture your values, memories, and messages for your loved ones—so your legacy includes more than just financial assets.

Plan Maintenance & Review

We offer regular reviews to keep your estate plan updated as laws, assets, and relationships change—so your plan always works when it’s needed.

Lifetime Support for Legal Questions

With flat-fee planning and no surprise bills, you can ask questions and get guidance as life evolves—without hesitation.

Relationship-Based Planning

You won’t be left guessing. You’ll always know who to call, what’s next, and how your plan is working for your family.

Common Questions About Legal Life Tools

Here’s what families like yours often ask.

  • Why do I need anything beyond my estate plan?

    Because your life won’t stay the same. Without ongoing support, even the best plan becomes outdated. Legal Life Tools make sure your plan evolves with your family.

  • How often should I update my estate plan?

    We recommend reviewing your plan every 1–3 years—or anytime there’s a major change in your life, like a new child, marriage, divorce, move, or inheritance.

  • What happens if I don’t keep things updated?

    Your family could face unnecessary court involvement, missed beneficiaries, or outdated instructions. Legal Life Tools help you avoid those risks entirely.

  • Is this included in my estate planning package?

    We offer multiple planning levels to meet different needs. Some packages include built-in maintenance, while others allow you to opt into these services. We’ll go over all of this during your Family Wealth Planning Session.

  • Do you help with things like retitling my assets?

    Yes. We help ensure your trust is properly funded and that your assets are owned the right way—so your plan actually works when your family needs it most.

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