When to Update Your Trust-Will

Here are the occasions when you should update your trust or will:

  1. Marriage
  2. The birth of a child
  3. Divorce
  4. Relocation to a different state
  5. Changes in family relationships
  6. Changes in the law
  7. Changes in professional or business status and/or relationships
  8. Death of a spouse
  9. Death or incapacity of individuals named as fiduciaries in your current plan