How Often Should You Update Your Estate Plan?

Oram Law08 Dec, 2025Legal

Estate planning is not something you do once and forget. Life changes, such as marriage, children, relocation, or new business ventures, can quickly render an old plan outdated. Even if your personal situation feels stable, laws and family dynamics shift over time. Keeping your plan current avoids confusion, delays, or unintended results later. A Good Rule of Thumb While every family’s needs are different, here’s a simple review schedule most people can follow: Ages 20s–40s: Every 3–5 years Ages 40s–60s: Every 2–3 years Ages 60 and older: Every year Read more...