Reviewing and Amending a Will or Estate Plan

审查和修订遗嘱或遗产规划

An individual meets with an estate planning attorney to review their existing will or create a new one, discussing beneficiaries, asset distribution, and potential tax implications.

一个个人与遗产规划律师会面，审查他们现有的遗嘱或创建新的遗嘱，讨论受益人、资产分配和潜在的税务影响。

对话

聆听并跟进对话

Sarah (Female)

Good morning, James. Thanks for coming in. I understand you're looking to review your existing will and estate plan?

早上好，詹姆斯。谢谢你过来。我听你说是想审查现有的遗嘱和遗产规划，是吗？

James (Male)

Good morning, Sarah. Yes, that's right. It's been several years since I had it drafted, and with some recent changes in my life, I want to make sure it still reflects my wishes, especially regarding beneficiaries and asset distribution.

早上好，莎拉。是的，没错。我的遗嘱已经起草好几年了，最近我生活发生了一些变化，我想确保它仍然反映我的意愿，特别是关于受益人和资产分配方面。

Sarah (Female)

Perfectly understandable. Do you have a copy of your current will and any other relevant documents with you? That would be a great starting point.

完全可以理解。你带着你当前遗嘱和任何其他相关文件的副本了吗？那会是一个很好的开始。

James (Male)

Yes, I brought everything. Here's a copy of my will, and a list of my main assets. I'm also curious about potential tax implications, as I've heard the laws can change.

是的，我都带来了。这是我的遗嘱副本，还有我的主要资产清单。我也很想了解潜在的税务影响，因为我听说法律可能会变。

Sarah (Female)

Excellent. We'll go through it all. We can discuss your current beneficiaries, see if any updates are needed there, and then talk about how your assets are currently earmarked. We'll definitely address the tax implications as well, especially with recent legislative updates. Are there any specific changes you had in mind for your beneficiaries or asset distribution?

太好了。我们会逐一审阅。我们可以讨论你当前的受益人，看看是否有任何需要更新的地方，然后谈谈你的资产目前是如何指定的。我们当然也会讨论税务影响，尤其是考虑到最近的立法更新。对于你的受益人或资产分配，你有什么具体的修改想法吗？

James (Male)

Well, my youngest daughter just turned 18, so I want to ensure she's properly included in everything without the need for a trust now. And I'm considering a specific bequest to a charity that wasn't in the original will.

嗯，我最小的女儿刚满18岁，所以我想确保她能妥善纳入所有事项，现在不需要信托了。而且我正在考虑给一个慈善机构留下一笔特定的遗赠，这在最初的遗嘱中是没有的。

Sarah (Female)

Those are clear changes we can certainly incorporate. We'll add your daughter directly and detail the charitable bequest. We can also look at adding contingent beneficiaries, just in case. Once we've outlined all the revisions, I'll draft the amendments, and we can schedule another meeting to review and execute them.

这些都是我们可以明确纳入的修改。我们会直接把你的女儿加进去，并详细说明慈善遗赠。我们还可以考虑添加附条件受益人，以防万一。一旦我们列出了所有修订，我就会起草修正案，然后我们可以安排另一次会议来审查并执行它们。

James (Male)

That sounds perfect, Sarah. Thank you for your thoroughness. I feel much more at ease knowing this will be updated soon.

听起来很完美，莎拉。谢谢你的周到。知道这事很快就能更新，我心里轻松多了。

词汇

对话中的必备词汇和短语

will

A legal document that specifies how a person's assets should be distributed after their death. Use it when discussing inheritance plans.

一份法律文件，指定一个人去世后其资产应如何分配。在讨论继承计划时使用。

estate plan

A set of legal arrangements for managing and distributing someone's property and affairs after death. It's common in conversations about future financial security.

一套用于在某人去世后管理和分配其财产及事务的法律安排。在关于未来财务安全的对话中很常见。

beneficiaries

People or organizations who receive benefits, such as money or property, from a will. Mention this when talking about who inherits assets.

从遗嘱中获得金钱或财产等利益的人或组织。在谈论谁继承资产时，请提及这一点。

asset distribution

The process of dividing and allocating property or money to heirs. Useful in legal discussions about sharing possessions.

将财产或金钱分配给继承人的过程。在关于分享财产的法律讨论中很有用。

tax implications

The effects of taxes on financial decisions, like inheritance. Ask about this when concerned about costs in legal matters.

税收对财务决策的影响，例如继承。担心法律事务的成本时，请咨询此事。

bequest

A gift of money or property left in a will to someone. It's a formal term for specific donations in estate planning.

在遗嘱中留给某人的金钱或财产的赠与。这是遗产规划中特定捐赠的正式术语。

trust

A legal arrangement where a trustee holds property for beneficiaries. Often used to manage assets for minors or specific purposes.

一种法律安排，受托人为受益人持有财产。通常用于为未成年人或特定目的管理资产。

contingent beneficiaries

Backup recipients who inherit if the primary beneficiaries cannot. This adds security to a will.

如果主要受益人无法继承的备用继承人。这为遗嘱增添了安全性。

amendments

Changes or additions made to a legal document like a will. Use when updating existing plans.

对遗嘱等法律文件所做的更改或添加。用于更新现有计划时。

关键句型

需要记住和练习的重要短语

I understand you're looking to review your existing will and estate plan?

This is a polite question to confirm the client's needs. It uses 'looking to' for expressing intentions, useful in professional consultations to start discussions.

这是一个礼貌的问题，用来确认客户的需求。它使用 'looking to' 来表达意图，在专业咨询中用于开启讨论很有用。

It's been several years since I had it drafted, and with some recent changes in my life, I want to make sure it still reflects my wishes.

This sentence explains reasons for updates using 'since' for time and 'make sure' for verification. It's practical for describing personal changes in formal settings.

这个句子使用 'since' 表示时间和 'make sure' 表示验证来解释更新的原因。它在正式场合描述个人变化时很实用。

I'm also curious about potential tax implications, as I've heard the laws can change.

Expresses interest with 'curious about' and 'potential' for possible effects. Good for inquiring about uncertainties in legal or financial talks.

用 'curious about' 和 'potential' 表达兴趣，指可能的影响。适合在法律或财务讨论中询问不确定性。

We'll go through it all. We can discuss your current beneficiaries, see if any updates are needed there.

Uses 'go through' for reviewing items and 'see if' for checking conditions. This pattern helps outline steps in a consultation.

使用 'go through' 来审查项目，使用 'see if' 来检查条件。这个模式有助于概述咨询中的步骤。

My youngest daughter just turned 18, so I want to ensure she's properly included in everything without the need for a trust now.

Connects events with 'so' for cause-effect, and 'ensure' for guaranteeing. Useful when explaining family-based changes in plans.

用 'so' 连接事件表示因果关系，用 'ensure' 表示保证。在解释基于家庭的计划变更时有用。

Those are clear changes we can certainly incorporate.

Affirms agreement with 'certainly' for emphasis. Practical for confirming actions in professional advice scenarios.

使用 'certainly' 强调同意。在专业建议场景中确认行动时实用。

Once we've outlined all the revisions, I'll draft the amendments, and we can schedule another meeting to review and execute them.

Outlines future steps with 'once' for sequence and 'schedule' for planning. Helps in describing processes in legal or business contexts.

使用 'once' 表示序列，'schedule' 表示规划，概述未来的步骤。有助于在法律或商业语境中描述流程。

That sounds perfect, Sarah. Thank you for your thoroughness.

Shows appreciation with 'sounds perfect' and 'thoroughness' meaning careful attention. Use to end positive interactions politely.

用“sounds perfect”和“thoroughness”（意为细心关注）表达感谢。用以礼貌地结束积极互动。