How Often Should You Update an Estate Plan?

Estate planning is not something you do once and forget.

Life changes, and your estate plan should change with it.

You should review your estate plan after major events such as:

- Marriage

- Divorce

- Birth of a child

- Purchasing property

- Starting a business

- Moving to another state

Even without major life changes, reviewing your plan every three to five years is a good practice.

Regular updates ensure your documents reflect your current wishes and your family’s needs.