When should I revise my Will?

The following is 10 life changes that have the potential to affect your estate and would indicate the need for a revised Will:

  • Births
  • Marriage or divorce—yours or one of your children's
  • The death or incapacity of a named beneficiary in your will
  • Changes in your personal net worth
  • Change of your needs or your beneficiaries' needs
  • Change of residence—Do you now live in a different state? Check the laws of that state.
  • Changes in the tax law
  • Change of personal representative of your estate or guardian of dependents under your care
  • New charitable interests
  • Retirement 

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