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FAQ > The Basics > When should I update my will and estate plan?

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About every two or three years, or sooner if any of the following occur:

  • You move to another state
  • Death of spouse or divorce
  • Change in estate value or receiving an inheritance
  • Incapacity or death of your spouse, Executor, Guardian, Trustee or Agent
  • Birth of children or grandchildren
  • Change in charitable giving plans