Do I need to do estate planning after I change jobs?

And the answer is yes, you should do estate planning anytime you change jobs. The reason for this is you will have a change not only in your income and not only in the job that you’re holding, but you will also likely have a change in the retirement benefits and other employment benefits that you will receive through your new employer.

You’ll want to make sure that your beneficiary designations are up to date and current, and you’ll also want to make sure that your beneficiary designations work with your estate plan, if you have one. And if you don’t have an estate plan, you’ll want to establish one so that you can direct who your property goes to. And more importantly, you can create documents that will appoint someone to make financial and healthcare decisions for you if something were to happen to you.

So changing jobs is one of those major life events that would warrant a sit down meeting with an attorney to talk about your estate planning goals, your estate planning objectives, and talk about what’s changed in addition to your new job.

If you have questions about estate planning and would like to discuss this more, please click the link below or contact us through our website. I’m Matthew Crider and thank you for watching.

Quick Question Corner is a video segment where we answer common questions about estate planning and elder law. If you have similar questions, leave them in the comment section and we can feature them in one of our videos in the future.

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