Why and When You Should Review Your Will?

Your Will is one of the most important legal documents you’ll ever create — but it’s not a “set and forget” exercise. Life doesn’t stand still, and neither should your Will. Regularly reviewing your Will ensures that it continues to reflect your wishes and current circumstances.

Overwhelmed by the idea of updating your Will? Let us take the stress out of it — we make Will reviews simple and straightforward.

When Should You Review Your Will?

As a general rule, it’s wise to review your Will regularly, at least every two to three years. However, certain life events should prompt a more immediate review. Here are the key moments to watch for:

Changes in Family Circumstances

• Marriage or divorce: Getting married revokes any previous Will (unless it was made in contemplation of marriage). Divorce doesn’t invalidate a Will, but it can affect how assets are distributed.

• New children or grandchildren: You may want to include them as beneficiaries or appoint guardians.

• Death of a beneficiary or executor: If someone named in your Will has passed away, you’ll need to update it.

  
  

Changes in Finances

• If your financial situation improves or declines significantly, it’s essential to ensure your Will still divides your estate in a way that’s fair and tax-efficient.

• Selling or buying property, investments, or a business could also affect the terms of your Will.

  
  

Executor and Guardian Suitability

• The people you originally chose to manage your estate or care for your children may no longer be suitable or available. Reviewing your Will gives you a chance to appoint someone more appropriate.

  
  

Changes in the Law

• Updates to tax laws or inheritance rules could impact your estate planning. A review with a professional can ensure your Will takes advantage of current legislation.

  
  

Practical Tips for Reviewing Your Will

• Set a recurring reminder: Add a calendar alert every couple of years to prompt a review.

• Keep your Will in a safe but accessible place: Make sure you and your executors know where it is.

• Involve a professional: A qualified will writer or solicitor can help spot issues you might miss.

• Don’t just ‘amend’ it yourself: Even small handwritten changes can invalidate your Will. Always use a formal process, such as a codicil or a full rewrite.

Final Thoughts

Your Will should reflect your life as it is now — not as it was when you first wrote it. Regular reviews help ensure your wishes are carried out smoothly, protect your loved ones, and avoid unnecessary complications or disputes.

If it’s been a while since you last looked at your Will, now might be the perfect time for a review.

Contact us today to arrange a Will review or speak to one of our professional will writers for expert guidance.