How often do people update their wills?

We see people updating their wills or their trusts anytime there’s a major life change. The types of life changes that could warrant updating your will or your trust include death in the family, a birth, marriage, divorce, bankruptcy or a change in the law.

For most people, we find that meeting every three years with an attorney and talking about what has changed is efficient. For very young families who are going through a lot of dynamic changes, we might reach out to them once every year. And also with the elderly or an elderly person who might be transitioning into an assisted living facility or a nursing home, we might want to meet with that person once a year.

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Davis
530–763-0014
750 F Street, Suite 2
Davis, CA 95616

Sacramento
916–975-7560
333 University Ave, Suite 200
Sacramento, CA 95825

Roseville
916–975-7721
3017 Douglas Blvd, Ste 300
Roseville, CA 95616

Monterey
831-777-2557
288 Pearl Street
Monterey, CA 93940

San Antonio
210-750-1800
18756 Stone Oak Pkwy, Ste 200
San Antonio, TX 78258

We operate on an appointment-only basis other than our Davis office.

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