When do I need to come back for a review?

You should review your Estate Plan every five years or sooner if you have experienced major life changes, including:

  • Changes to wealth structure or significant assets
  • Moving to another state (as laws can differ)
  • Changes to you or your family’s circumstances (e.g., marriage, divorce, birth of children/grandchildren/bankruptcy/deaths/incapacity of executors or beneficiaries, your health issues, etc)

You can always come in for a ‘check up’ even if you think that everything is ok. If in doubt as to whether you need a review, please contact us.

Back to FAQs