How Often Should You Update Your Florida Estate Plan?

Introduction

Creating an estate plan is a smart move—but it’s not a one-and-done task. Life changes, and so should your estate plan. Whether it’s a new marriage, the birth of a child, a divorce, or a major financial change, updating your documents ensures your wishes are current and legally enforceable. In this blog, we’ll explain when and why to update your Florida estate plan, and which documents to revisit.

When to Review Your Estate Plan

You should review your estate plan every 3 to 5 years, or immediately after major life events like:

• Marriage or divorce

• Birth or adoption of a child

• Death of a named beneficiary or executor

• Significant changes in assets or financial status

• Changes in Florida law that affect estate planning

• New real estate purchases or sales (especially out-of-state)

What to Update

✅ Last Will and Testament – Adjust heirs, guardianship, or personal representatives.
✅ Revocable Living Trust – Add or remove assets and beneficiaries.
✅ Power of Attorney – Ensure your chosen agent is still appropriate and available.
✅ Healthcare Documents – Confirm your surrogate and medical directives still reflect your wishes.
✅ Beneficiary Designations – Review for retirement accounts, insurance, and TOD/POD accounts.

Why Updating Matters

❌ Outdated documents can lead to probate delays, family disputes, and unintended distributions.
✅ Updated documents reflect your current goals, relationships, and legal obligations.

Final Thoughts

Your estate plan should grow and change with your life. By keeping it updated, you protect your family, preserve your legacy, and make sure your wishes are respected.

📞 Need to review your estate plan? Contact our Florida estate planning attorneys today to get started.