Life Changes
Discover how major life events affect estate planning. Learn when to review your trust and estate documents after marriage, divorce, new children, and more.
When should I update my estate plan after major life changes?
Common life events that may require estate plan updates include marriage, divorce, birth or adoption of children, death of beneficiaries, significant changes in assets, and relocation to another state. Each situation can affect your beneficiary designations, asset distribution preferences, and legal requirements. Understanding these triggers helps you maintain an estate plan that reflects your current circumstances and family structure.
