Last Updated: Aug 10, 2026
Read Time: 1 mins
Transcript:
00:00:00 – 00:01:08
You will be updating your estate plan throughout your life. Your estate plan should be updated when there are family changes such as births, marriages, divorces, adoptions, all those kinds of things. You should also be reviewing and updating your estate plan when there are financial changes such as a new job or a business venture. If you’ve received an inheritance or if there are significant fluctuations in your assets, you will want to make sure that your estate plan is updated and complies with the new
00:00:34 – 00:00:59
state laws. Lastly, I would say you should update your estate plan to also be consistent with certain legal changes. Updates to federal estate tax laws may impact the effectiveness of your plan.
This transcript was auto-populated.
Patterson Bray
20+ Years of Experience
24/7 Call Answering
Nashville & Memphis Offices
Reach out to Patterson Bray and an attorney will follow up with you soon.
Posted on GoogleTrustindex verifies that the original source of the review is Google. We’ve had an outstanding experience with this firm across multiple needs, including trust document creation and forming an LLC. From start to finish, they were professional and proactive. They made sure we understood every step of the process and checked in to confirm our preferences, as well as offering thoughtful alternatives whenever something didn’t feel like a good fit. That level of communication and attention to detail is rare. Every interaction built confidence that we were in the right hands. They not only handled the legal work effectively, but also made the entire process feel manageable and well-guided. We cannot recommend them highly enough and will absolutely continue using them in the future.Posted on GoogleTrustindex verifies that the original source of the review is Google. Attorney Judith Denham and her legal assistant, Gaby Wright, made a great team in creating a trust for me. Judith explained everything in a clear, cohesive way and set up a trust in a timely manner. She gave me a binder for my trust with all the legal paperwork sectioned off in tabs so I can find things easily. When I had questions, Judith and Gaby were responsive and helpful. I give them my highest recommendation.Posted on GoogleTrustindex verifies that the original source of the review is Google. I am so pleased with my new relationship with Judith Dunham and her fantastic team! They helped me create a Trust and end of life documents that I understand and feel very comfortable with. It’s a relief to have this life task well updated and I’m very grateful to Judith, Gabby and the whole team! If you’re looking for very professional, reliable assistance with these type documents, they are wonderful!Posted on GoogleTrustindex verifies that the original source of the review is Google. This website was clear and easy to navigate. It does a good job of explaining services and further supports itself with testimonials.Posted on GoogleTrustindex verifies that the original source of the review is Google. I had a few (what I would consider) silly questions to ask the legal team at Patterson Bray PLLC. Having very little knowledge of the situation I needed clarity on, I had no idea what to expect. I was met with nothing but professionalism and warmth from attorney Rachel Meadows. She gave me information I didn’t even remotely consider, and my questions were thoroughly answered without judgement. She could have certainly given me less detailed responses, but I felt that she genuinely cared about my situation, and appreciated her taking me seriously. I’m extremely impressed with the service I received from this law firm and will happily recommend it.Posted on GoogleTrustindex verifies that the original source of the review is Google. After bringing up my specific legal issue, I was quickly and throughly informed on how to get started with hiring an attorney as well as informed on whether or not I have a claim to begin with. They answered all of my questions professionally to a point that I feel extremely satisfied with using their services.Posted on GoogleTrustindex verifies that the original source of the review is Google. Very clearly explained their pricing structure. Rachel was wonderful to speak with.Posted on GoogleTrustindex verifies that the original source of the review is Google. Carlisle Dale was very helpful with Estate Planning; outlined strategy, estimates and followed-up promptly with well organized deliverables. Thank you!
comes next.
