4 Reasons Why You Should Review Your Estate Plan Every Few Years

At Mulhall Withrow, PLLC, we understand that life doesn’t stand still — and neither should your estate plan. Whether you’ve just had a major life event or things have been steady for years, it’s important to make sure your plan still reflects your wishes and current situation. That’s why our estate planning team offers a free estate plan review every three years for all our clients.

Life Changes. Your Plan Should Change Too.

Your estate plan is more than a set of legal documents — it’s a reflection of your life, your family, and your priorities. Over time, all of those things can change.

Here are 4 common examples:

• Family changes: Marriage, divorce, births, or deaths can affect who you want to include in your plan.
• Financial changes: A new home, a new business, or an inheritance can alter how your assets should be managed or distributed.
• Law changes: Massachusetts estate laws and federal tax rules evolve. What worked a few years ago may no longer be the most effective strategy.
• Health changes: New medical conditions or care needs can influence who you trust to make healthcare or financial decisions on your behalf.

Why a Review Matters

Even a well-drafted estate plan can become outdated if it's put in a drawer and not revisited periodically. Failing to update your documents could mean that your assets aren’t distributed as you intended, or that an outdated guardian or trustee remains in place. Regular reviews help ensure your plan continues to work for you—not against you.

Our Commitment: Free Estate Plan Reviews Every Three Years

At Mulhall Withrow, we believe in long-term relationships with our clients. That’s why we offer complimentary estate plan reviews every three years. This allows us to catch changes early, adjust your plan to fit your life, and give you peace of mind knowing that your wishes are protected.

During your review, we’ll:

• Revisit your goals and priorities
• Identify opportunities to strengthen your plan
• Answer any questions about life changes or new strategies that may impact your plan

We make the process straightforward, comfortable, and personal — not the intimidating legal experience you might expect elsewhere.

Let’s Keep Your Plan Up to Date

Whether you are an existing Mulhall Withrow client or used another firm to draft your plan, if it’s been more than a few years since you last looked at your estate plan, now is the perfect time to review. Reach out to Amanda Mulhall at Mulhall Withrow, PLLC, today to schedule your estate plan review meeting and make sure your plan is still working the way you intended.