Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Saturday, October 12, 2013

When to Update Your Estate Plan


If you already have an estate plan in place, you may need to update it from time to time.  Here are 6 such times when you should consider an update:

  1. Changes in marital status
  2. Changes in the number of beneficiaries
  3. Changes in the status of beneficiaries
  4. Substantial changes in net worth
  5. Changes in fiduciaries
  6. Moving to another state

See Ike Devji, 6 Key Times to Consider Estate Plan Updates, Producers Web, Oct. 4, 2013.

Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.)) for bringing this article to my attention.


Estate Planning - Generally, Trusts, Wills | Permalink

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