Update Your Estate Plan
1) Marital Status
Your marital status has changed (because of marriage or re-marriage, death, or divorce)
2) Empty Nest
Your kids have turned 18 and are now able to serve as your lawful agents (e.g., personal representatives, trustees, health care agents, and attorneys-in-fact)
3) Business Interests
You’ve acquired investment property or a business interest since executing your estate documents
4) Representative Change
If the person you named as your personal representative, successor trustee, health care agent, or attorney-in-fact has died, moved, or is now unable to serve
5) Health Changes
Your health care wishes have changed and your directives need to be updated
6) Changing Beneficiaries
Update Your Estate Plan if you wish to add beneficiaries (such as grandchildren), or to change existing bequests in your will or trust
7) Relocation or Change in Residency
Your estate documents were executed in a different state
Disclaimer: Laws change constantly. Specific legal advice should be obtained regarding any legal matter. The information contained on this website does not constitute legal advice and no attorney-client relationship is created.
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