How often do you have to update your estate plan?

We recommend that anytime there’s a major life change, you review and possibly update your estate plan. The major life changes are birth in the family, death in the family, marriage, divorce or bankruptcy.

In the absence of one of these majorlife changes, we recommend that you sit down with an estate planning attorney every three years. Now, there are exceptions to this rule.

If you are a young parent and have young children, your life is going through a lot of dynamic changes. In that case, we recommend that you sit down once every year.

If you are elderly and perhaps looking to transition to an assisted living facility or another community, we also recommend that you sit down once a year.

So for most people, it’s every three years, and it’s also when a major life change happens. For certain groups of people, it’s every year.

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.

Watch Videos about:

Search Videos:

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 95661

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.
Need Assistance? Call us at (916) 273-4777

Skip to content