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Coffee with Claire #9 – Commonly Asked Questions Blog Series

February 28, 2018

When Should I update my Will?

Writer’s note: This blog series is meant to act as responses to “quick” questions you may have for attorneys.  Think of these answers as a “quick” answer you might receive over coffee from your friendly neighborhood attorney.

There are several instances when updating your Will might be a good idea.  For a more in-depth answer, click HERE.  For more information about Wills click HERE.

But the “quick” answer is to first of all, consult an attorney.  Never update your Will yourself by hand-writing in changes.  Reasons you may want to update usually include:

• Major life event: marriage, divorce, death, birth of children, ect…;


• Changes to your estate: new assets, larger assets, new real estate, ect…;


• Changes to who you have named: as trustee, personal representative, guardian;


• Time has passed: people have died or moved, children are adults, ect…;


• The law has changed; or


• Something else has changed and you think it’s important.

If you fall into one of the above categories and would like to discuss updating your Will or estate plan, please contact Claire Tralle to set up a free initial telephone call.

 

The information in the Coffee with Claire series are intended to provide information only.  No legal advice is being provided or implied via this blog post.  No attorney-client relationship is formed by providing this information.  An attorney-client relationship with Tralle Law, LLC is formed only after a retainer contact is signed by all parties.