Why Life Changes Should Prompt an Estate Plan Review

At The Eastman Law Firm PC, we know that life doesn’t stand still—and your estate plan shouldn’t either. From marriage and relocation to financial ups and downs, major milestones in life can have lasting legal and financial consequences. Without timely updates, outdated documents or Georgia’s default laws could determine how your assets are managed or who cares for your loved ones.

That’s why we work closely with families to keep their estate plans aligned with real life. Below, we break down some key events that should prompt you to revisit your estate plan—and how we can help.

 

 

Marriage or Divorce

Tying the knot or going separate ways? These pivotal moments in your personal life require an immediate review of your estate documents.

• Marriage: In Georgia, a new spouse may automatically receive certain rights to your estate without being named in your will. Updating your estate plan ensures your spouse is included appropriately and your other wishes remain intact.
• Divorce: We’ll help you revise your will, power of attorney, and other instruments to reflect your current situation.

Moving to Georgia or a New State

If you've recently moved to Georgia, it’s critical to review your estate plan. Every state has its own unique laws governing wills, trusts, probate procedures, and health directives.

As a Georgia-based law firm, we ensure that your estate documents comply with local statutes, from witness requirements to healthcare proxies. A quick check now can prevent legal complications down the road.

 

 

Welcoming a Child

There’s no greater motivation to update your estate plan than the arrival of a child. We help Georgia parents create plans that prioritize their children’s security and well-being.

 

 

Significant Financial Changes

Life brings financial highs and lows—from launching a business or receiving an inheritance to experiencing hardship or downsizing in retirement. When your financial picture changes, your estate plan should change with it.

Our legal team will help you assess whether updates are needed to:

• Adjust distributions among heirs or charities
• Reevaluate tax strategies
• Reallocate assets based on your current values and priorities

Loss of a Loved One

If a named beneficiary, executor, or trustee passes away, your estate plan may need attention. Updating these roles is critical to avoiding delays and ensuring your wishes are still honored. 

 

 

Peace of Mind Through Proactive Planning

Estate planning is not a one-time task—it’s a lifelong process. We recommend reviewing your plan every five years or after any major life change to make sure it still meets your needs.

Whether you're an Atlanta native or new to Georgia, our experienced team is here to guide you through life's transitions with clarity and confidence.