08/19/2026
Many people create an estate plan once and file it away. A quick review every few years helps ensure it still reflects your life today.
Here are five documents worth pulling out this month:
• Your will
• Powers of attorney
• Medical directive
• Trust documents, if you have them
• Beneficiary designations on retirement and life insurance accounts
Marriage, divorce, children, new jobs, and new homes are all good reasons to revisit your plan. A little time today can make life much easier for your loved ones later.