How often should I have my will or trust reviewed by an attorney?


I don’t generally recommend to clients that they have estate planning documents reviewed at any particular interval.  However, I do advise that when there is a change in the estate tax laws (such as the changes that occurred in the beginning of 2013) or when a “significant life event” occurs, it is a good idea to have an attorney review them.  Examples of significant life events triggering a possible review include when you or a family member marries, divorces, becomes incapacitated, shows signs of dementia, has a child, when a child becomes an adult, when a child graduates from college, etc.