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Roseville, CA estate planning & probate attorney Kristin M. Kaminski talks about how often you should have your estate plan reviewed by a lawyer. She recommends that clients have their estate plans reviewed every three to five years, or sooner in the event of a major life change, such as marriage, divorce, the birth of a child, or the arrival of grandchildren. Her law firm offers a complimentary trust review at any time. Regardless of whether the estate plan was recently prepared by the firm, she is happy to meet with clients to ensure that their plan continues to reflect their current needs and to discuss any potential updates or changes. In general, she advises a review every three to five years to maintain an effective and aligned estate plan.
