09/03/2026
Most people think about calling an attorney when something goes wrong.
There is another reason to call:
๐ฆ๐ผ๐บ๐ฒ๐๐ต๐ถ๐ป๐ด ๐๐ฒ๐ป๐ ๐ฟ๐ถ๐ด๐ต๐ - ๐ฎ๐ป๐ฑ ๐๐ผ๐๐ฟ ๐น๐ถ๐ณ๐ฒ ๐ด๐ฟ๐ฒ๐.
You got married. Had a child. Bought the house. Built the business. Accumulated investments. Reached a milestone you worked years to achieve.
Those are reasons to revisit your planning too.
In my book, ๐๐ช๐ง๐ฆ ๐๐ข๐ฑ๐ฑ๐ฆ๐ฏ๐ด. ๐๐ณ๐ฆ ๐ ๐ฐ๐ถ ๐๐ฆ๐ข๐ฅ๐บ? I describe estate planning as an ongoing process involving education, custom design, implementation, regular revision, and eventually ex*****on, not simply a transaction where someone exchanges documents for money.
A useful habit is simple: When your life changes significantly, ask whether your legal and financial planning needs to change with it.
Save this checklist for your next major life milestone.