Wealth Advisers: In Estate Planning, the End Is Just the Beginning

A couple listen intently at a conference table in an office as their financial adviser talks.

It may be tempting for clients to take a deep sigh of relief once their estate plan is signed, notarized and placed in the safe, but that's rarely the end of the process.

Despite saying their estate plan aligns with their values, according to the Brown Brothers Harriman Private Business Owner Survey, there are many considerations that may require changes to what seemed like finalized plans.