Will Review
Ensure Your Will Works as Intended
Your will is one of the most important documents in your estate plan, but even the best-drafted wills can contain gaps, outdated provisions, or unintended tax consequences. At HW Partners, we review your will and related documents through a tax and financial lens. Working alongside your legal advisor, we help ensure that your intentions are clearly expressed and supported by smart, practical planning. Whether your life has changed, tax laws have shifted, or it’s simply been a few years, we’ll help you feel confident that your will truly reflects your wishes, and protects the people who matter most.
Our Will Review Services Include:
Tax Impact Assessment
We assess how your will may affect the tax liability of your estate and beneficiaries, identifying opportunities to reduce or defer tax.
Will & Document Review
We review wills, powers of attorney, and other legal documents with a tax lens—identifying gaps, inefficiencies, or planning opportunities.
Asset Distribution Review
We examine whether the way your assets are allocated is practical, tax-efficient, and aligned with your current goals.
Executor & Trustee Guidance
We provide advice on the tax responsibilities of your named executors and trustees, and whether their roles are clearly defined.
Trust & Gifting Review
We evaluate any trust provisions or charitable gifts included in your will, with an eye toward compliance and tax savings.
Coordination With Legal Advisors
We work in collaboration with your estate lawyer to ensure that financial and tax considerations are fully integrated into your legal plan.
Why Clients Choose HW Partners for Will Review
- Trusted by legal advisors for expert tax and estate insight
- Clear, jargon-free explanations of complex provisions
- Supportive, confidential, and thoughtful service
Meet the Team Behind Our Will Review Services
Our estate planning professionals bring both technical knowledge and thoughtful communication to every will review.
Wills are legal documents, but they also reflect deeply personal intentions. Our role is to help ensure those intentions translate clearly and efficiently into action.
~ Spencer Brooks, Tax Partner
Let’s Review Your Will Together
A second look today could save confusion, cost, and conflict tomorrow.