How often should I review my estate plan?

The short answer is that it depends. Most people change their estate plan because people in their lives have changed — relationships changed or people have passed away.

In general, I suggest reviewing your estate plan every 3-5 years to make sure it still does what you want it to do. Reviewing your plan does NOT necessarily mean that you’re going to change it or update it. It’s really just taking a look and confirming that it is still what you want.

If you already have an estate plan, I offer a complimentary consultation to review your estate plan with you. We can discuss whether it still works for you - or whether you’d like to make changes to the plan.