Published in: News & Awards

Fall Newsletter & Checklist for Estate Plan

Author Frame & Frame, LLC

Published on: September 30, 2026

Fall has a way of making us pause. The light changes, the calendar fills with family gatherings, and it’s suddenly easier to see what we’ve built—and what still needs protecting. This season is the right moment to harvest what you’ve already started—review the plan, close the gaps, and make sure the people you love aren’t left guessing when it matters most. Our checklist for estate planning can get you started!

In this issue of our quarterly newsletter, we provide the resources to help you make more informed decisions. And, of course, our team is always here to answer any questions you have. Schedule a review of your plan now.

Quick 5 Step Estate Planning Review Checklist

At Frame & Frame, we often hear the same thing this time of year: “We’ve been meaning to update the plan.”

Life changes. Someone moved. Kids grew. A parent needed more help. A house was refinanced. Beneficiaries shifted. Meanwhile, the documents stayed the same.

This free checklist will help you answer 5 quick questions about your family, your wishes, and your will or estate plan. You’ll be able to identify any areas that need to be addressed and our team can assist you with those changes.

What are you waiting for?