Review your estate plan annually or at least once every two to three years to ensure it still reflects your wishes.
For Legal Plan members we offer an annual complimentary “Trust Review” upon your request. However, some life events should automatically trigger a review of your estate plan. Events such as a change in marital status or number of dependent minors may necessitate a review.
Other events that should prompt you to contact your estate planning attorney include:
- Marriage
- Divorce
- Death of a spouse
- Birth or death of a child
- Purchase or sale of a business
- Retirement
- Acquisition of a substantial asset
- Sale or transfer of a substantial asset
- Receiving a large inheritance
- Moving to a new state
