Plan Review Cadence and Update Triggers
When to revisit an estate plan: life events, law changes, and asset shifts — and a practical review framework.
What this guide covers
- Review on a set cadence (every 3-5 years) and on every major life, financial, geographic, or legal change.
- Re-audit funding and beneficiary designations each time — the most common silent failure point.
- Recent law changes (2026 exemption, SECURE final regs) warrant proactive review of legacy plans.
The full guide includes the detailed analysis, worked examples, statutory citations, and related resources below.
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Educational reference, not legal advice. Prepared for licensed professionals as general reference; not legal advice and no attorney-client relationship is created. Law varies by state and changes over time — verify transfer-tax figures and statutory citations against current primary authority. This resource was last updated 2026-07-31. Estateur is not a law firm.