How often should I have my estate plan documents reviewed?

You should have your estate plan documents reviewed whenever there is a change in your family situation, your estate plan desires, or a change in the law, such as:

  • a divorce or remarriage
  • the birth or death of a child
  • a move to another state
  • you want to add or remove beneficiaries from your documents
  • you want to name different persons as fiduciaries in your estate plan documents
  • you learn of a change in the law pertaining to estate planning (Examples: Arizona made a major change in its trust laws on January 1, 2009. The federal government made a major change in its gift and estate tax laws on January 1, 2013.)