08/06/2026
When was the last time you reviewed your estate plan? If your answer is “it has been a while,” you are not alone. Many people assume their estate plan is complete once it is signed, but in reality, it should be revisited over time to ensure it continues to reflect your wishes.
Here are a few key things to keep in mind:
🔹Regular Reviews Matter - It is often recommended that you review your estate plan every three to five years to keep it aligned with your current circumstances.
🔹Life Change Updates - Events like marriage, divorce, or welcoming a child should prompt a timely review, ideally within 60 to 90 days after the event.
🔹Know the Common Triggers - The “5 Ds” (death, disability, divorce, distance, and descendants) are considered the most common triggers for a review.
An estate plan should grow and change with you. If it has been a few years since your last review, our team is here to help. Contact us today to get started.