Wills, Trusts & Estates Prof Blog

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

Sunday, December 22, 2013

Does Your Estate Plan Need Updating?


Even minor changes in circumstances can impact an estate plan. In performing an annual evaluation, consider the following:

  • Did you recently move? (new house, city, or state)
  • Have you purchased or sold real estate or other property?
  • Did a loved one pass away?
  • Has your health deteriorated substantially since the creation of your estate plan?
  • Have you had any children since your will was last executed?
  • Have you recently been married?
  • Have any of your children become recently married?
  • Have you become a grandparent recently?
  • Has contention developed between you and a loved one? Specifically, persons you named as executors or beneficiaries?

See Vidhya Babu, Does Your Estate Plan Need a Makeover?, JDSupra Business Advisor, Dec. 6, 2013.

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


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