Estate Plan Updates
Learn when and how to update your estate plan. Discover key life events that trigger updates, common changes to make, and steps to keep your documents current.
How often should I update my estate plan?
Most estate planning attorneys suggest reviewing your estate plan every 3-5 years, but major life events often trigger more immediate updates. Marriage, divorce, births, deaths, significant changes in assets, or moving to a new state typically require document revisions. Even smaller changes like new bank accounts or updated beneficiary preferences can make updates worthwhile to ensure your plan reflects your current wishes.
