Updating Your Will: Life Events That Should Trigger a Review

Creating a will is one of the most important steps in protecting your loved ones and ensuring your wishes are honored. But here’s a truth many overlook: your will is not a “set it and forget it” document. Life changes, and so should your estate plan. An outdated will can leave your family facing unnecessary stress, confusion, or even disputes.

So when should you revisit your will? Here are some key life events that should trigger a review:

1. Marriage or Divorce

Getting married often means combining assets, supporting a spouse, or planning for future children. Divorce, on the other hand, can drastically change who you want to inherit from you. Both situations call for a fresh look at your will.

2. Birth or Adoption of a Child

Welcoming a new child is a joyful event—and a major reason to update your estate plan. A will allows you to name guardians and ensure your child is financially protected.

3. Significant Financial Changes

Whether you’ve purchased a home, sold a business, or come into an inheritance, these financial shifts can impact how you want your assets distributed.

4. Relocation to Another State or Country

Estate laws vary depending on where you live. Moving may mean your old will doesn’t fully comply with local laws, making an update essential.

5. Loss of a Loved One

If someone named in your will—such as a spouse, child, or executor—passes away, it’s critical to revise your plan to reflect those changes.

6. Passage of Time

Even without major life events, it’s wise to review your will every 3–5 years. Small adjustments can keep your plan current and aligned with your wishes.



✅ Final Thought: Updating your will isn’t just about keeping documents in order—it’s about protecting the people you love most. If any of these life events sound familiar, now is the time to revisit your estate plan.

👉 Ready to review your will and ensure your family is future-proof? Click here to Future-proof your family today.