Assessment & Follow-up

Evaluation & Follow-up
It is strongly advisable to conduct periodic reviews of a succession plan to implement any relevant changes or adjustments.
There are various changes that could require significant modifications to the plan:
  • Marriage.
  • Divorce.
  • Birth of a child.
  • The Loss of a loved one.
  • Financial market instability.
These changes could trigger revisions regarding property recipients, new acquisitions and/or disposal of assets.
The best way to approach these new situations is to analyze how they will affect the entire estate, which is performed by reviewing the documents and status of each one of the assets.