Creating a will is just the first step. Regular updates ensure it still reflects your wishes.
Review Schedule
Minimum
Every 3-5 years, even without major changes.
After Life Events
Immediately after significant changes.
Life Events Requiring Updates
Family Changes
- Marriage or divorce
- Birth or adoption of child
- Death of beneficiary or executor
- Child reaches adulthood
- Estrangement from family member
Financial Changes
- Significant change in net worth
- Purchase of real estate
- Starting or selling business
- Receiving inheritance
- Major debt changes
Move to New State
State laws differ. Your will may need updating.
Death or Incapacity of Executor
Name a new executor.
What to Review
- Are beneficiaries still appropriate?
- Are executors still willing and able?
- Have assets significantly changed?
- Do guardians still make sense?
- Are any provisions outdated?
Making Changes
Codicil
Minor changes can be made by codicil (amendment).
New Will
Major changes usually require a new will.
Review Your Will Today
Pioneer Credit Solution helps you keep your will current. Call 1-888-271-2293.