How Often Should You Update Your Estate Plan in Massachusetts?

An estate plan is not a one-time task—it’s a living set of documents that should evolve with your life. In Massachusetts, many people create wills, trusts, and other planning tools, but then leave them untouched for years. Unfortunately, an outdated estate plan can cause serious problems for your loved ones.

General Rule: Review Every 3–5 Years

As a general guideline, you should review your estate plan every three to five years, even if nothing major has changed. Laws may shift, tax thresholds may be updated, or new planning opportunities may become available that better protect your assets.

Update After Major Life Events

In addition to routine reviews, you should update your estate plan whenever you experience a significant life event, such as:

• Marriage, divorce, or remarriage

• Birth or adoption of a child or grandchild

• Death of a spouse, child, or beneficiary

• Major financial changes, such as buying a home or selling a business

• Relocating to or from Massachusetts

• Significant health changes or a diagnosis that impacts long-term planning

• Changes to Massachusetts estate tax laws

Why Keeping Your Estate Plan Current Matters

Outdated documents can create confusion, cause disputes among beneficiaries, or fail to protect against estate taxes. Regular updates ensure that your wishes are honored, your family is cared for, and your estate is administered smoothly.

Integrative Legal PLLC’s Approach

At Integrative Legal PLLC, we work with clients throughout Massachusetts and New Hampshire to create and maintain estate plans that grow with them. Our firm emphasizes proactive updates to minimize risks and maximize peace of mind.

If it has been several years since you last reviewed your estate plan—or if you’ve experienced a recent life change—it’s time to take action. Call 978-216-3836 to schedule an estate plan review with Integrative Legal PLLC.