Creating an estate plan is important — however keeping it updated is just as critical.
Life changes. Your plan should change with it.
Review After Major Life Events
You should review your estate plan if:
- You get married or divorced
- You have children or grandchildren
- You buy or sell property
- You start or sell a business
- You move to another state
Even beneficiary designations on retirement accounts can override your will if not aligned properly.
Regular Check-Ins Matter
Even without major changes, reviewing your plan every 2–3 years ensures:
- Decision-makers are still appropriate
- Assets are properly aligned
- Your wishes reflect your current goals
An estate plan should grow with your life — not sit untouched in a drawer.