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How Often Should I Update My Will?

Article Type: Ask a Planner

Q. Are there any life milestones when I should consider updating my will?

A. People commonly update their wills at important life occasions, like having a child or losing a loved one. But there are other subtle transitions that have implications on your estate plans.

  • Family. Have you or your children recently married, remarried or divorced? Have you gained family members through birth, adoption or marriage?
  • Charitable Relationships. Have you become more involved in a particular ministry?
  • Time. Has it been more than three years since you last reviewed your will?

These and other life transitions warrant a close review of your plans!

Download "7 Reasons to Review Your Will" (PDF)

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