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How Often Should You Update Your Estate Plan in Texas?


Update Your Estate Plan in Texas

Life Changes — So Should Your Estate Plan |  Update estate plan Texas

You created a will or trust. Great first step. But here’s what most Texans don’t realize: estate planning isn’t one and done.


At BC Robertson Law, we help individuals and families keep their plans updated, relevant, and aligned with their current needs. Because outdated plans can be just as dangerous as having none at all.


When Should You Update Your Estate Plan?

We recommend reviewing your estate plan every 2 to 3 years and updating your estate plan in Texas immediately after any of the following events:


✅ Major Life Events:

  • Marriage, divorce, or remarriage

  • Birth or adoption of a child or grandchild

  • Death of a spouse, child, or named beneficiary

  • A significant change in health or diagnosis


✅ Financial Changes:

  • Buying or selling a home or business

  • Inheritance or windfall

  • Retirement or job change

  • Significant change in debt or insurance coverage


✅ Legal or Tax Updates:

  • Changes in federal or Texas estate tax law

  • Updates in probate procedures

  • New tools like Lady Bird Deeds or updated trust structures


Risks of Not Updating Your Plan

  • Assets go to unintended beneficiaries

  • Former spouses may still be listed

  • Minor children may not be properly protected

  • Executor or trustee may no longer be available or appropriate

  • Healthcare and financial powers of attorney may be outdated or invalid


What to Review in an Estate Planning Checkup


At BC Robertson Law, we’ll review:

  • Your Last Will and Testament

  • Revocable Living Trusts (and whether they’re funded properly)

  • Power of Attorney and Healthcare Directives

  • Guardianship Designations

  • Beneficiary Forms and Asset Titles

  • Real property deeds and TODs


Real-Life Example

A Frisco couple updated their plan after the birth of a second child and a move to a new home. Their old plan didn’t include the new child or reflect their homeownership status. We helped update every document and protected both kids equally.


Ready for a Review?

If your life has changed, your plan should too. A quick review can save your family confusion, conflict, and costly mistakes.


📞 Book your estate planning checkup consultation today📍 Serving Dallas, Fort Worth, and across Texas





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