We often assume that once a will is signed, the process of preparing it is complete. However, life rarely stays the same, and significant changes can affect how well a will reflects our current wishes and circumstances. At our firm, we take time to help clients review and update their estate plans to match their evolving needs. For example, we often meet with clients after major events such as marriages, divorces, or the birth of children to confirm that their will still serves its intended purpose. In addition, we provide tax planning support that helps align an estate plan with both state and federal requirements. We also assist business owners who want to incorporate succession planning into their estate documents. With these services, we make it easier for clients to adjust their plans to changing life events. For anyone who has recently experienced a shift in personal or financial circumstances, consulting a Kalispell, MT wills lawyer can provide clarity and peace of mind.
Marriage Or Divorce
When we marry or divorce, our relationships and financial obligations change. These changes often affect who we want to inherit property, who we trust to act as executor, and how we want to provide for family members. Without updating a will, the wrong individuals may inherit property or be left out unintentionally.
The Birth Or Adoption Of Children
Adding a child to the family is a major reason to update a will. Parents often want to name guardians, set up trusts, or designate funds for education. By revisiting a will after the birth or adoption of a child, we can confirm that their needs will be met even if something unexpected happens.
The Death Of A Beneficiary Or Executor
If a beneficiary or executor named in a will passes away, the document may no longer reflect a person’s true wishes. Updating the will allows us to name new individuals who can step into those important roles. This helps avoid confusion or disputes later.
Changes In Financial Circumstances
A significant increase or decrease in assets is another reason to revisit a will. Whether it involves acquiring property, selling a business, or receiving an inheritance, these changes can alter how someone wants to distribute assets. Revising a will helps confirm that assets are passed on in line with current intentions.
Relocation To A Different State
Each state has its own estate laws, and moving can affect how a will is interpreted or enforced. By reviewing and updating a will after relocating, we can confirm that it complies with local rules and continues to protect loved ones in the way intended.
Retirement Planning And Business Succession
As retirement approaches or business ownership transitions, we work with clients to address these changes in their wills. This may involve providing for a spouse, planning charitable gifts, or identifying who will take over a business. These updates allow individuals to feel confident about the future.
Keeping Your Will Current With Life
Life often brings unexpected changes, and an outdated will can cause difficulties for family members. Regular updates are an important step in protecting both assets and relationships. At Silverman Law Office, PLLC, we encourage anyone who has recently experienced a change in family, finances, or residence to review their estate plan with us. We are here to help you evaluate your options, make the updates that matter, and prepare for the future with confidence. Contact us today to schedule a meeting and take the next step toward keeping your plan aligned with your life.