05/21/2026
5 life events that should trigger an estate plan update
If your life changes⌠your estate plan should too.
At Arch Legacy Firm, we recommend reviewing your plan every 3 years. But there are certain moments where itâs not just a good idea, itâs necessary.
Here are 5 major triggers you donât want to ignore:
1. You have a child
Your documents may say âafter-born children are included,â but thatâs not enough. Guardianship plans, medical authorizations, and protections need to specifically include your new child.
2. Your child turns 18
Legally, theyâre now an adult. That means you no longer have automatic authority to make medical or financial decisions for them. They need their own documents in place.
3. Your kids grow up and become the right fit
Thereâs a big difference between a 20-year-old and a 35-year-old when it comes to handling responsibility. As your kids mature, you may want to update your plan to name them in key roles.
4. You move to a different state
Estate laws vary by state. If you move, your documents need to be reviewed and often updated to reflect your new stateâs laws.
5. Your assets change
Buying or selling property, starting a business, or growing your wealth means your plan needs to reflect what you actually own. If itâs not accounted for, itâs not protected.
Hereâs the bottom line:
Your estate plan isnât something you create once and forget.
It should evolve as your life does.
If one of these just happened to you⌠itâs time to take another look.
Reach out today!
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