When should a will be updated?

A will should be updated whenever there is a significant life change or event because such changes can impact the testator's wishes regarding the distribution of their assets, guardianship of minor children, or any other important provisions included in the will. Key life events that warrant an update include marriage, divorce, the birth or adoption of children, the death of an heir, changes in financial status, or any other event that would significantly alter the testator’s intentions.

This approach ensures that the will accurately reflects the testator's current circumstances and desires. Making updates in response to major life events helps to avoid conflicts or complications that can arise if the will does not align with the testator's current situation or intentions.

Updating a will only if the testator moves to a different state, each time a new asset is acquired, or adhering to a rigid timeline like every five years does not address the necessity of aligning the will with the actual changes in the testator’s life, which can create potential legal challenges and disputes among beneficiaries. It's essential to prioritize significant events rather than adhere to arbitrary timelines or conditions that may not reflect the need for an updated will.