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FAQs: Mullen & Guttman, PLLC

FAQs: Mullen & Guttman, PLLC

If you previously worked with Mullen & Guttman, PLLC and have questions about your estate plan, it may be helpful to review the frequently asked questions below:

Where are my estate planning documents now that Mullen & Guttman, PLLC has closed?

The original documents that you possess are the official version of your estate plan and it remains in force regardless of the status of the firm that prepared the plan. If you worked with attorney Matt Guttman or Jamie Reff-Wagner to create your estate plan, Guttman Law, PLLC maintains your old file and has a digital copy available. If you need copies of your plan or have questions related to the plan, it’s a good idea to begin by reaching out to the attorney who drafted your estate plan. If you no longer have the contact information for your previous estate planning attorney, please contact Guttman Law and we will assist you.

Who will represent me now?

The choice is yours! It can be helpful to begin by contacting the attorney who drafted your existing estate plan. However, you are also welcome to contact the Guttman Law team for a complimentary estate planning review or consultation to see if our services are a good fit for your needs and goals. Attorneys Matt Guttman and Jamie Reff-Wagner are happy to address your questions and help you assess your estate plan.

When should I contact Guttman Law or another estate planning attorney?

As a general rule, attorneys Matt Guttman and Jamie Reff-Wagner, recommend scheduling periodic estate plan reviews every three years to refresh your memory and ensure that no life changes have taken place that should be reflected in your estate plan.

However, please reach out to schedule a complimentary estate planning review immediately if you experience significant changes in any of the following areas:

Family Structure:

  • If there is a change in your marital status or the marital status of one of your beneficiaries, you may want to review your estate plan.

Loved Ones Serving Roles in Your Estate Plan:

  • Any change to your desired beneficiaries or how you want your estate distributed.

  • Any changes to who you would like to serve as your named fiduciaries or successor agents.

  • A birth or death of a beneficiary or death of a successor fiduciary or agent.

Health Status:

  • It is a good idea to review your estate plan if you experience a significant change in your health.

Wealth/Net Worth:

  • You will likely want to review your estate plan if you experience a large change in the size of your estate. A change to your net worth may require a change in your tax and asset protection strategies.

How do I make changes to my estate plan?

If you have changes you would like to make to your existing estate plan, we welcome you to schedule a no-cost, no-obligation phone or Zoom consultation with attorney Matt Guttman or Jamie Reff-Wagner. During this meeting, they will learn about your goals, advise best practices, and provide a quote to complete the changes or updates you would like made to your plan.

For further information, please see our Mullen & Guttman FAQ page or call our office at (612) 324-4055 today!

Schedule a free initial consultation with our team today by calling (612) 324-4055 or contacting us online today!

Why Choose Guttman Law, PLLC?

  • Highly Personalized Approach

    We take the time to understand the complexities of your situation and develop an individualized approach.

  • Our Goal Is To Educate Clients
    We seek to not only provide a service to our clients but to educate them every step of the way.
  • We Help Clients Navigate Every Step of the Process

    We are here to support our clients throughout their estate planning journey.

Our FAQ

Have questions? We are here to help. Still have questions or can't find the answer you need? Give us a call at 612-324-4055 today!

  • Has your attorney passed away or retired?

    Review advice from estate planning attorneys Matt Guttman and Jamie Reff-Wagner on what to do next: What to Do When Your Attorney Retires - Guttman Law PLLC

  • Do you need assistance with your estate plan drafted by another attorney or law firm?

    Attorney Matt Guttman has administered and updated hundreds of estate plans prepared by the Molever Law Firm and other law firms. Matt is happy to offer a complimentary consultation to review your current estate plan and discuss possible changes to your plan. Matt is also available to assist with the administration of an estate plan (wills or living trusts) prepared by another law firm after the passing of the person who created the estate plan (the Grantor, Trustor or decedent).

    You can click here to schedule a complimentary consultation with attorney Matt Guttman to discuss your estate plan.

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Client Testimonials

Hear From Our Past Clients
    “Well organized and understandable”
    I would highly recommend the services of Guttman Law to anyone who needs to create or update their estate plan. I was referred to Matt Guttman by a friend and estate planning attorney from Michigan. My elderly father recently relocated to Minnesota from out of state, and needed to update his estate plan. As power of attorney and future executor of his estate, I needed more information about Minnesota's estate tax laws. Matt listened to my father's situation, and proposed a sensible approach to updating his trust and other estate planning documents. The work product was well organized and understandable. Complicated information was broken down into small sections for easy search and comprehension. Matt provided both a print and digital copy of the final product, and maintains a digital copy of the estate plan in house for future reference/retrieval. The document signing at the end was well managed. My father liked Matt immediately when they met and was satisfied with the outcome. Best of all, the cost was reasonable and within the range one would expect to pay for this type of legal service.
    - Robert G.