How do you know if it is time to update your Last Will and Testament?
Here is a quick checklist to help you figure out if it is time to review with your attorney.
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1. Is your Will more than three years old? |
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2. Is your Will comprehensive enough to meet your current needs? |
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3. Does your Will work with the current law? |
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4. Does your Will conflict with your other estate planning documents? |
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5. Is your personal representative and successors still able and willing to serve? |
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6. Is your guardian and successors still able and willing to be a guardian? |
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7. Is your conservator and successors still able and willing to be a conservator? |
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8. Do any of your beneficiaries have special needs? |
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9. Do you or any of your beneficiaries receive government assistant? |
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10. Are you concerned that your beneficiaries cannot handle their finances? |
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11. Do you need to add or remove beneficiaries? |
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12. Are your beneficiaries still alive? |
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13. Do you have property that you did not include in your Will? |
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14. Does your Will include provisions for your pets? |
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15. Does your Will include provisions for your guns? |
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16. Does your Will include provisions for your digital assets? |
