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  • WhoWe Are
    • A Message From Mark Costley
    • Meet Our Team
    • Communities We Serve
  • WhatWe Do
    • Advanced Estate Planning
      • Asset Protection
      • Business Succession Planning
      • Charitable Trusts
      • Family Foundation
      • Family Limited Partnerships
      • Grantor Retained Annuity Trust
      • Irrevocable Life Insurance Trust
      • Planning For Charitable Gifts
    • Counseling Non-Profits
    • Elder Law and Special Needs Planning
    • Estate and Gift Tax Planning
    • Estate Planning
    • Probate & Trust Administration
    • Process
    • SECURE Act
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      • Top 10 Estate Planning Techniques
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      • Elder Law
      • Estate Planning
      • Estate Planning for Parents
      • FAQs for Families Without an Estate Plan
      • Divorce and Your Estate Plan
      • Estate Planning for Women
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      • LGBTQ Estate Planning
      • Nursing Home Planning
      • Philanthropy and Your Estate Plan
      • Planning for Dementia
      • Probate
      • Serving as Executor
      • Special Needs Planning
      • Tax Avoidance Planning
      • Trust Administration & Probate
      • Understanding the Social Security Retirement System
      • Will Contests
    • Pre Consultation Form
    • Probate Resources
      • Chapel Hill Probate
      • Raleigh Probate
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Home » Resources » Is Your Estate Plan Outdated?

Is Your Estate Plan Outdated?

Review the questions below to see if it is time for an Estate Plan Check-Up

  1. Has it been more than 3 years since you reviewed your current estate plan?
  2. Would you or your family benefit from a better understanding of how your plan works?
  3. Have you changed jobs or retired since you reviewed your current estate plan?
  4. Have you changed banks or financial advisors since your reviewed your current estate plan?
  5. If you have minor children, does your estate plan name Guardians for them?
  6. Since creating your estate plan, are your children now adults?
  7. If you have a Trust, are there any assets that you have not transferred into your Trust?
  8. If you become disabled, is your Power of Attorney document for financial decisions older than 5 years?
  9. If you become disabled, is your Power of Attorney document for health care decisions older than 5 years?
  10. Are there any gifts you would like to make to charities at your death that have not been clearly set forth in your planning documents?
  11. Is there any personal property that you would like distributed that have not been clearly set forth in your planning documents, including the care of any surviving pets?
  12. Since you signed your planning documents, have you changed your mind about any aspect of the plan?
  13. Has the value of your assets changed since you signed your planning documents?
  14. Have you added or changed the kind of assets you own since your planning documents were signed?
  15. Have you recently been married, divorced or widowed since your estate planning documents were signed?
  16. Have you had children since your estate planning documents were signed?
  17. Have your children had children?
  18. Have any of your children been married, divorced or died since your planning documents were signed?
  19. Have you, your spouse or child become physically or mentally incapacitated since your planning documents were signed?
  20. Have you bought or sold a house or other piece of property since your planning documents were signed?
  21. Are you contemplating selling stock or other valuable assets with a low cost basis?
  22. Have you moved between states since your planning documents were signed?
  23. If you have a Living Trust, are Medicaid triggers in place to ensure that at the appropriate time Medicaid planning can be implemented?

Clarity Legal Group

If you have answered ‘YES’ to any of these questions, it is a good idea to schedule a review appointment.

Clarity Legal Group

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There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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