Life changes, and so should your will. At Taylor, Minnette, Schneider & Clutter, we believe an up-to-date will is more than paperwork. It is peace of mind.

1. After Major Life Events

Marriage, divorce, the birth or adoption of a child, or the death of a loved one can all significantly affect your planned distribution of assets. These changes may alter guardianship decisions or who inherits certain property. Proactive updates can help avoid unintended consequences.

2. Following Financial Changes

Inheritance, the sale of a business, the purchase of real estate, or sudden wealth warrant revisiting your wishes. A will drafted years ago may not account for new assets or new heirs.

3. Due to Changes in State Law

Indiana’s laws on executors, estates, and inheritance change over time. Your will should reflect current law to avoid unintended tax burdens or court delays.

4. When Beneficiaries Become Incapacitated or Pass Away

Circumstances can change, affecting your chosen executor’s ability to fulfill their duties. Naming reliable alternates ensures your wishes are still honored.

It is a good idea to set a recurring reminder every three to five years as a baseline for reviewing your will. If you experience any major change listed above, reach out sooner. Our estate planning team can review and update your will so it is legally sound and aligned with your current circumstances. At Taylor, Minnette, Schneider & Clutter, we treat your will as the personal roadmap it is, tailored to your life, updated as you evolve, and executed with care. Contact us to schedule a consultation and have our Indiana estate planning attorneys review or update your will.