The start of a new year brings a natural pause—a moment to reflect on where we’ve been and think intentionally about what lies ahead. While many resolutions focus on health, finances, or personal growth, one of the most meaningful (and often overlooked) commitments you can make is to review or create an estate plan.
Estate planning isn’t about expecting the worst—it’s about protecting the people you love and giving yourself peace of mind. As you begin the year, here are a few estate planning resolutions worth adding to your list.
If you don’t yet have a will, trust, or incapacity documents, the new year is the perfect time to start. Without a plan in place, state law—not your wishes—will determine who makes decisions for you and how your assets are distributed.
Even a basic plan is far better than none at all.
Life changes quickly. A plan created years ago may not reflect your current reality. Consider whether anything has changed in the past year:
Your estate plan should evolve as your life does.
The people you’ve named as executor, trustee, power of attorney, or healthcare surrogate play a critical role. Make sure:
Retirement accounts, life insurance policies, and some financial accounts pass outside your will. Reviewing beneficiaries annually helps prevent unintended outcomes.
Make it a habit to review your estate plan every few years—or whenever a major life event occurs. Treat it like an annual checkup for your family’s future.
Starting the year with an updated estate plan is one of the most practical and loving resolutions you can make. If you're ready to plan, give us a call today.
