How often should I review and update my estate plan? | NC

About this video

Q: How often should I review and update my estate plan after major life changes? A: A good rule is to review your estate plan on a regular schedule—often every three to five years—and also any time a major life change happens. Estate planning documents do not automatically keep up with your life, and some events can change how your plan works even if you never edit the paperwork. After marriage,…