How do I review my Estate plan to ensure it is up-to-date?

When reviewing your documents, you should ask yourself these questions:

· Is anyone missing from the documents?

· Is someone listed who should not be any longer?

· Have any of the listed individuals' circumstances changed since this will was drafted or last updated? (For example, are your executors and agents still of sound mind and capable of serving in the role you have designated for them?)

· How do you feel about the way your assets are to be divided?

· Have your relationships and preferences changed over time?

· Have you experienced a substantial increase or decrease in your estate's value?

· Have you moved out of New Jersey?

If revisions are needed, consider adding a codicil to the original document or revoking previous versions of your documents and preparing a new set. If your estate planning documents still represent how you'd like your estate handled, enjoy the peace of mind that comes with confirming your affairs are in order. I recommend reviewing your estate planning documents at least every three (3) years or upon a significant change in personal or financial circumstance to ensure the contents still reflect your wishes.