As the days grow longer and the weather warms up, many people embrace spring cleaning—decluttering their homes, organizing their digital lives, and freshening up their surroundings. But what about your estate plan? Just like your home and digital files, your estate plan needs regular maintenance to ensure it remains up to date and aligned with your needs.
Why Your Estate Plan Needs a Spring Refresh
Life doesn’t stand still. Changes in the law, your family, your financial situation, and your long-term goals can all impact the effectiveness of your current estate plan. If you haven’t reviewed your estate plan in a while, spring is the perfect time to tidy things up and make sure it still serves your best interests.
The 2025 Estate Plan Checklist
To help you get started, we’ve created the 2025 Estate Plan Checklist to help you take inventory of key events and circumstances that may warrant updates to your estate plan. We encourage you to review the checklist of 45 potential changes that may have occurred in your life, here are a few common changes that may have occurred:
Family Changes: Have you recently married, divorced, had children, or experienced the loss of a loved one?
Financial Adjustments: Have you acquired new assets, sold property, started a business, or received an inheritance?
Health & Long-Term Care: Do you need to update healthcare directives, power of attorney designations, or guardianship provisions?
Beneficiary & Trustee Review: Are your chosen beneficiaries, trustees, or executors still the right fit for your wishes?
Freshen Up Your Plan for 2025
A proactive review of your estate plan can help prevent complications and protect your legacy.
Our team is here to help you navigate these updates with confidence. Please reach out to the Smith Haughey team any time to ensure it reflects your current needs and objectives. Let’s make this season of renewal the perfect time for estate planning clarity!
Find your estate planning attorney here.