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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!


*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








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