Estate plans should not sit untouched forever
Documents that worked five years ago may not reflect current assets, relationships, tax considerations, or preferences. Periodic review can prevent confusion later.
Major life events
Marriage, divorce, birth, adoption, death, disability, and significant conflict with a fiduciary or beneficiary can all justify review.
Asset and location changes
Buying property, selling a business, moving states, or changing beneficiary designations may affect how a plan operates.
