Dusting Off Your Legacy: A Guide to Updating Your Will

Life happens. Plans change. Children arrive, relationships evolve, and that perfectly crafted will you wrote years ago might feel as dusty as an attic heirloom. So when should you consider giving your will a facelift?

Here are a few red flags:

• Major life changes: Marriage, divorce, new children, or losing a beneficiary are all strong signals it's time to revisit your will.

• Shifting assets: Acquired a new property or valuable investment? Time to update your list of beneficiaries and ensure everything aligns with your current wishes.

• Legal tweaks: Laws change, and so should your will. Our firm can help ensure your document complies with any new regulations.

Updating your will doesn't have to be a daunting procedure.

Here are some helpful tips:

• Gather your documents: Dig out your current will, birth certificates, marriage licenses, and any other relevant paperwork.

• Make a list: Jot down any changes you want to make, including new beneficiaries, asset allocations, and specific wishes for your loved ones.

• Find legal guidance: The attorneys at The Smith Law Firm are here to ensure your updated will is valid and legally sound. Remember, DIY wills can be a legal minefield!

Update Your Will

Do you have a will that is more than 3 years old? Now’s the time to revisit it. Start by booking a Peace of Mind Planning Session. We will review your current estate planning documents and give our recommendations if we believe updates are warranted. Book your session HERE. Mention this blog and we’ll waive the $450 session fee!