Your trust isn’t meant to be a “set it and forget it” document. Life changes — and your estate plan should change with it.
Here are some common situations that may mean it’s time to review and update your trust:
🔁 Major Life Events
- Marriage, divorce, or remarriage
- Birth or adoption of children or grandchildren
- Death of a spouse, child, or named beneficiary
- A child becomes an adult (turns 18)
💼 Financial or Asset Changes
- Buying or selling real estate
- Receiving an inheritance
- Opening or closing a business
- Significant change in income or investments
👩🏻⚖️ People Changes
- You want to change your successor trustee
- You’ve lost trust in someone named in your plan
- Your chosen guardian, trustee, or agent is no longer available or appropriate
📝 Legal or Tax Changes
- It’s been more than 7–10 years since you created or updated your plan
- Tax laws have changed (for example, estate tax exemption changes)
- Your old trust includes outdated or problematic provisions (like mandatory A/B trust splits or handwritten amendments)
⚠️ DIY Warning Signs
- You’ve made handwritten notes or edits on your documents
- You’ve updated your wishes verbally, but not in writing
- You’re not sure where your trust even is (!)
The Bottom Line
If your trust is more than a few years old — or if your life looks different than it did when you signed it — it’s time for a review.
Ready to make sure your trust still reflects your wishes?
[Click here to schedule your complimentary review]
