When to Update Your Estate Plan

estate planningEstate plans are a fantastic way to make dealing with the death of a loved one a bit easier and to help resolve the estate of someone that has passed. Knowing what you should be doing for your estate and when to update your plans is essential. There are some great tips that you can follow that will make your estate planning easier.

When to Update your Estate Plan – Major Life Changes

When it comes to contacting an Anaheim CA estate planning attorney it is always best to take the time to update your estate planning documents after each major life change. This means when you have a child, when you get married or divorced, if you retire or if you get a new home, these are all major life events that would require a change in the estate documents that you have.

Updating the documents that you have when you have a major life event is essential for a few reasons. If there is any property that you acquired since your last documents were created, this property can be contested after your passing. If you get married and the spouse is not listed, it can be difficult to handle the distribution of property as well.

An Orange County estate planning attorney can help you to find the right documents that you might need and find out what you need to do to get your estate plan and related papers updated. The right Orange County inheritance lawyer can help you to get your documents in order and make sure that everyone that should be included is and that your documents are fully up to date.

If you are not having any major life changes, you should at the very least take the time to review your documents every year. This will help you make sure that if there are any changes, you can take the time to get them sorted out. Contact Katje Law Group today to get your documents up to date.

 

Contact Katje Law Group today at 714-400-2970 or info@katjelawgroup.com