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Why Thanksgiving Is the Best Time to Review Your Family’s Estate Plan

Protecting the life you have built for people you love.
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November 20, 2025 •  Emily Hicks Law, PLLC
Estate planning isn’t just about documents; it’s about love, clarity, and protecting the people who sit around your Thanksgiving table. Whether your plan needs a few small updates or a complete refresh, taking a moment during the holiday season to review it ensures your family’s future is secure.

For many families, Thanksgiving is more than turkey and pie—it’s one of the few times of the year when loved ones come together under one roof. With multiple generations gathered, meaningful conversations happening naturally, and the year drawing to a close, Thanksgiving creates the perfect environment to reflect on what matters most. That’s why it’s also one of the best times to revisit your family’s estate plan.

Here’s why this season of gratitude provides a uniquely valuable opportunity to review and update your documents.


1. You’re Already Thinking About Family

Estate planning is rooted in family—protecting them, preparing for the future, and honoring your wishes. When you’re surrounded by loved ones at Thanksgiving, the importance of keeping your plan up to date is more apparent.

Seeing how your family has grown or changed can prompt important questions:

  • Do your documents reflect everyone who should be included?
  • Have new children, grandchildren, or spouses joined the family?
  • Do you want to adjust how assets are distributed?

Thanksgiving puts your priorities into focus.


2. You Can Observe Changes You Might Not Notice From Afar

A holiday gathering offers something phone calls and social media can’t: a real-life look at how your parents, grandparents, or adult children are doing.

You may notice new health issues, memory concerns, or increased need for support—signs that it may be time to update powers of attorney, guardianship provisions, or decision-maker roles.

If someone you’ve appointed as executor, trustee, or agent under a power of attorney no longer seems capable or willing to serve, it’s time for a change.


3. It Creates a Natural Moment for Family Conversations

Estate planning conversations can feel heavy, and many people feel unsure about when to bring them up. Thanksgiving offers a built-in opportunity—families are together, relaxed, and often sharing stories about the past and future.

You don’t have to turn dinner into a formal meeting. Instead, you might simply:

  • Let your children know you have an estate plan and where documents are kept
  • Share your thoughts on end-of-life care, financial wishes, or property decisions
  • Clarify who you’ve chosen to serve as executor, trustee, or agent
  • Ask adult children about their own planning
  • Discuss care wishes for aging parents

These gentle, genuine conversations prevent confusion and conflict later.


4. Year-End Is the Best Time to Update Financial Information

Thanksgiving falls just before the end of the calendar year—an ideal time to review:

  • Beneficiary designations
  • Retirement accounts
  • Life insurance policies
  • Trust funding
  • Business succession updates
  • Real estate changes
  • Charitable giving plans

If you’ve sold property, started a business, divorced, remarried, or made major financial changes this year, your plan may be out of date without you realizing it.


5. It Helps You Start the New Year with Peace of Mind

Most people wait until January to think about “getting organized.” But by reviewing your estate plan over Thanksgiving, you can walk into the new year feeling ahead of schedule.

You’ll know that:

  • Your plan matches your current wishes
  • Your loved ones know what to do in an emergency
  • Your assets and legacy are protected
  • You’ve taken thoughtful action while your family was already gathered

That’s something to be truly thankful for.


6. You Can Schedule Updates Before Attorneys Get Busy

The beginning of the year is one of the busiest times for estate planning law firms. Reviewing your documents in November allows you to spot needed changes early and get ahead of the rush.

Even if you don’t finalize updates immediately, you can make a list of revisions, gather important documents, and set a plan to meet with your attorney before the new year.


Make Thanksgiving a Time of Gratitude—and Preparation

Estate planning isn’t just about documents; it’s about love, clarity, and protecting the people who sit around your Thanksgiving table.

Whether your plan needs a few small updates or a complete refresh, taking a moment during the holiday season to review it ensures your family’s future is secure.

Ready to plan? Book a call today.

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