Having estate documents is a good start. But would your plan actually work during a family emergency? Join Brian Oettinger and Vintage Financial Partners for a practical 30-minute estate plan checkup over lunch. You will use a 10-point checklist to test the parts of a plan that often fail quietly: outdated decision-makers, beneficiary forms that conflict with a will, incorrect account titling, unfunded trusts, tax exposure, poor liquidity, and digital accounts no one can access.

You will leave with a clear picture of what appears current, what needs attention, and what you should confirm with your estate planning attorney, tax professional, and financial advisor. The goal is not to replace legal advice. It is to help you ask better questions before your family has to answer them in a crisis.

Lunch will be provided.