Reviewing or Updating an Estate Plan
An estate plan that made sense at one point may need a second look after your circumstances change.
An existing plan can be reviewed
Whether your existing plan was prepared by this firm or somewhere else, it can be reviewed when your circumstances or preferences change. Reviewing a plan doesn’t necessarily mean starting over: sometimes it confirms the plan still fits, and sometimes it points to specific updates.
Life events that may lead someone to review a plan
Common reasons people reach out for a review include:
- A marriage or divorce
- The birth or adoption of a child
- A significant change in property or finances
- Moving to Texas from another state
- Not having looked at an existing plan in some time
There's no fixed schedule
Some people revisit a plan on a regular basis; others wait until something changes. There isn’t one right interval that fits everyone. If you’re unsure whether your plan still reflects your wishes, that uncertainty is itself a reasonable reason to ask.
Ready to learn more about estate planning? Estate Planning
Think your plan may need a second look?
Tell us what's changed and the firm can help you figure out next steps.
