The rule of thumb is for clients to review their estate documents every three to five years. Proper client care programs require a firm to invest in infrastructure (staffing, technology, scheduling and process creation). Finally, if a plan isn’t kept current, probate fees typically paid to the firm often exceed the revenue earned through an ongoing client care program. My mentor, Vinnie Bonnazelli, founded the Client Care Academy, specifically to address the issues above. Titling matters, whether it is community property, separate property, marital property or tenancy by the entirety.