08/10/2026
Quick question: Does the person you named as executor five years ago still answer your texts? 👀
Life changes. Relationships change. The person who once seemed perfect for the job may now live across the country, have too much on their plate, or no longer be someone you trust with important decisions.
Estate Planning Review Month is a good time to check the people named in your documents:
✔️ Executor
✔️ Trustee
✔️ Power of Attorney Agent
✔️ Guardian
✔️ Beneficiaries
Make sure they are still the right people—and confirm their names, addresses, and contact information are current.
Your estate plan should reflect your life today, not the cast of characters from three seasons ago.
Need to review or update your documents? Let’s talk.