How often should I review my estate plan documents?

You should review your own personal estate planning documents as often as you feel necessary. In our firm, we recommend and we remind our clients every two years – take them out and look at them. There are some important life events that may cause you to change what you have done previously with your estate planning documents. Things such as birth, death, or marriage or divorce, often times cause people to change what they have previously written in their estate plan. Any time you think there’s been a change in your family or your loved ones, or the people who you trust and believe in, it’s a good time to check your estate planning documents and see how those are impacted by those life circumstances. We like to call it checking the batteries in your smoke detector. You want that smoke detector to work when there’s a fire, and you want your estate planning documents to work when you need them.

Back to FAQ