Life moves fast. Whether it’s a marriage, a divorce, a new child, or the loss of a loved one, major changes call for a pause—and a revisit to your estate plan.
Why Life Events Require Estate Plan Updates
An estate plan isn’t a one-and-done document. Your values may stay steady, but your circumstances evolve. That’s why regularly reviewing your plan is key to keeping it aligned.
Common Life Events That Trigger a Review
- Marriage or Divorce
Update beneficiaries and consider the financial implications of a new partnership or the end of one. - Birth or Adoption
Add guardianship provisions and update financial support plans for minors. - Death of a Loved One
Review roles like executor, trustee, or power of attorney—especially if that person is no longer available. - Significant Financial Change
Selling a business, inheriting assets, or retiring may alter how and what you pass on.
Refocusing on Values
Life’s transitions often clarify what matters most. Use that clarity to reshape your plan to better reflect your current purpose and long-term legacy.
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