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It's convenient when tasks you need to complete are based on a set schedule, such as filing your income taxes by April 15th. Or when you get a reminder, like it's time for your annual physical.Unfortunately, keeping your estate plan up to date is not quite as routine and rather than being proactive, many people wait until an event forces them to make a change.

These events can fall into one of several categories:

Personal Changes:

  • Marriage
  • Separation/divorce
  • Death of a spouse/child
  • Significant change in health

Changes in Your Family:

  • Birth of a child (or grandchild)
  • Marriage of a child (or grandchild)
  • Separation/divorce of a child (or grandchild)
  • Adoption of a child (or grandchild)
  • Illness/special needs of a child (or grandchild)
  • Economic change for a child (good or bad)
  • Change in attitude/relationship with a child (or grandchild)
  • Financial irresponsibility
  • Substance abuse

Personal Finances:

  • Significant change in value of assets
  • Receipt of inheritance/gift
  • Retirement
  • Purchase or sale of a business
  • Purchase or sale of real estate
  • Property acquired out of state

Other Changes:

  • Death or disability of someone you have chosen to act for you (i.e, your trustee, personal representative, power of attorney holder, etc.)
  • Change in ability and/or trustworthiness of Fiduciary


If any of these events have occurred in your life, it's time for a "check-up" to make sure your estate plan can withstand that change. We can help you with that.

Contact Legal Strategies for a free consultation.