Palmer Rodak & Associates
Palmer Rodak & Associates
Certified Family Law Specialists State Bar of California Board of Legal SpecializationServing your Community for 19 Years
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Why and when should you update your will?

After you write your will, it can be easy to believe that the job is done and you will no longer have to worry about it. However, life is uncertain, and circumstances change all the time. You and other Californians should understand that there are numerous reasons you might want to update your will. It is a good idea to periodically review your estate planning documents to make sure that nothing is outdated, there are no mistakes and that you have taken care of everything that should be covered.

According to MarketWatch, keeping your will up to date may help your family members avoid the heartache and hassle of trying to interpret your wishes after your death, or from getting into a dispute. The following circumstances may signal that it is time to freshen up your estate planning:

  • You got married, divorced or remarried since you wrote your will.
  • You have children, grandchildren or other relatives that you wish to include in your will, who were not included previously.
  • You decided to change what you are leaving to your heirs, or you want to cut someone out of your will.
  • You have had a significant increase or decrease in the assets you plan to leave your loved ones.
  • You believe that something is wrong or invalid with your original will; for example, someone might have coerced you into terms you did not want, or you did not fully understand what you were signing.

The above examples illustrate only a few times when you might want to update your will. There is no bad time to make changes to your estate planning, since doing so may protect your assets and preserve family harmony. This blog, however, should not replace the advice of a lawyer.

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Palmer Rodak & Associates
Certified Family Law Specialists State Bar of California Board of Legal Specialization

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Del Mar, CA 92014

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