​​Is Your Estate Plan Still the Right Fit?

Most people imagine estate planning as something dramatic. A crisis. A big moment. A flurry of paperwork.

But when your estate plan is done well, it’s actually very quiet.

It doesn’t interrupt your life. It doesn’t demand your attention. It simply sits in the background, ready to support you and your family if it’s ever needed.

That’s a good thing.

Still, even the best plans are built for a moment in time. And life, as we know, rarely stays still.

When “Nothing Is Wrong” Is the Perfect Time to Look

You don’t need a major event to justify revisiting your plan. In fact, the absence of urgency is often the ideal moment.

Subtle shifts matter:

• Your children are older and more independent
  
• A parent’s health or needs have changed
  
• Assets have been consolidated, sold, or acquired
  
• Roles you once chose no longer feel like the right fit
  

Your plan may still be working exactly as intended. Or it may be quietly out of sync with the life you’re living now.

Fit Matters More Than Perfection

Estate plans don’t “expire,” but they do age.

A good question to ask is not “Is my plan broken?” but rather “Does this still reflect my family, my priorities, and my reality?”

When the answer is yes, that’s reassuring.
When the answer is maybe, a small adjustment now can prevent confusion later.

A Plan That Works Should Feel Supportive

The goal isn’t to constantly revisit legal documents. It’s to know they’re there, aligned, and ready.

When your estate plan fits your life, it creates something rare: space. Space to focus on family, work, and what matters most—without a lingering sense that something important has been left unfinished.