



Review Every 3–5 Years: Revisit your will regularly, even if nothing major has changed, to confirm your wishes and beneficiaries remain accurate. After Major Life Events: Update your will after marriage, divorce, a birth, adoption, death, inheritance, or a significant change in assets. Check People and Assets: Confirm beneficiaries, guardians, executors, property details, and insurance coverage still reflect your current plan. Take the Next Step: Schedule a review with an estate-planning attorney and ask your insurance professional whether coverage still supports your goals.