Estate Planning Series* (7 of 7): Plan to Reassess

Your Estate Planning Checklist Explained: Why It's Essential to Reassess Your Plan Regularly

Once you have your Estate Planned out,it isn’t a one and done thing (or maybe it 

is?). To be sure, revisit your estate plan when your circumstances change:

• Marriage

• Divorce

• Birth of a Child

• Loss of a Loved One

• Getting a New Job

• Being Terminated

• Birth of a Grandchild

Revisit your estate plan periodically, even if situations haven’t changed. Your 

circumstances may not have changed, but laws sometimes do. 

If you find you need to revise, a yearly review helps avoid an overhaul! And at 

least you have one in place!

*PLEASE NOTE: 

This article is meant to provide background information and should not be considered legal guidance.

For more about our Estate Planning Team nd Services, reach out to us today:

(916) 572-1117 or Mickie.Giacomini@gmail.com