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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!


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


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