When Should I review my Estate Plan?

Generally, we recommend reviewing your Estate Plan every 2-3 years or if your circumstances have changed. If your circumstances have changed, then it is important for you to considerif your Estate Plan needs updating. We recommend getting in touch with our office to review your Estate Plan if any of the following have occurred:

1. If you have or are about to marry or enter a de facto relationship;

• If you have divorced or your relationship has broken down;

• If you have given birth or adopted a child;

• If any of your children are now adults;

• If any of your children have special needs;

• If you have a pet which you wish to make provisions for;

• If you have bought or sold any assets.

If you are unsure, we would recommend phoning us to discuss your circumstances to ensure your estate planning documents are in order.

Estate planning is an important job, that can give you great peace of mind knowing your affairs are in order.

Call our estate lawyers in Mona Vale on 02 9151 7339 or our estate lawyers in Gosford on 02 4308 8892.