01/27/2026
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Getting it Right vs. Keeping it Right
Many people approach estate planning as a checkbox on a to-do list. You meet with a lawyer, sign the papers, and put the folder in a drawer. But the most important aspect of a plan isn't just getting it right—it's keeping it right. Your estate plan needs maintenance.
The Messy Bedroom Metaphor
Think about the last time you spent an entire Saturday cleaning your bedroom. When you finished, it looked perfect. But a month or two later, things shifted. Clothes ended up on the floor; items were moved out of place. It wasn't what you expected when you first got it "perfect."
Your life is the same way. An estate plan is a platform that organizes your affairs, but life is constantly moving.
The 4 Earthquakes of Estate Planning
When things change, they can act as an earthquake for your legal documents.
Is your estate plan out of order? Learn why estate planning is a lifelong process and how "life earthquakes" can impact your legacy.