How Often Should You Update an Estate Plan in Georgia?

Kedra M. Gotel
About The Author
Kedra M. Gotel is the founder of Capstone Law, serving clients throughout Peachtree City and the South Atlanta region. Her practice focuses on estate planning and family law, with an emphasis on clear, well-structured legal solutions that help individuals and families move forward with confidence.
Kedra works closely with clients to draft wills, trusts, and other essential planning documents, while also handling select family law matters with a focus on practical outcomes rather than unnecessary conflict. She is particularly passionate about helping families plan for the future, including those navigating multigenerational responsibilities or caring for loved ones with special needs.
Her approach is straightforward and thoughtful—providing clients with clear guidance, responsive communication, and legal work that is both thorough and tailored to their situation.
Date
July 1, 2026
Quick Answer
Most people in Georgia should review their estate plan after major life changes and periodically—even if nothing urgent has happened.
Estate planning is not something you do once and forget. It should evolve as your life, family, and finances change. Regular updates help ensure your plan still reflects your wishes and works the way you expect.
Why Estate Plans Need to Be Reviewed
At Capstone Law in Peachtree City, many families across South Atlanta already have estate plans in place—but aren’t always sure when to revisit them.
The good news is you don’t need constant updates. You just need to know what to watch for.
How Often Should You Review Your Estate Plan?
A good general rule is to review your estate plan every 3–5 years, even if nothing major has changed.
Over time:
- Laws can change
- Financial situations can shift
- Personal preferences may evolve
More importantly, your plan should be updated whenever a major life event occurs.
If you’re unsure what your current plan includes, you can use this Estate Planning Checklist as a starting point.
Life Events That Should Trigger an Update
Certain milestones should prompt a review of your estate planning documents.
Marriage or Remarriage
Marriage often changes how you want assets distributed and who you want making decisions.
Divorce or Separation
After a divorce, it’s important to update beneficiaries, roles, and decision-makers.
Birth or Adoption of a Child
Parents should update their plan to name guardians and ensure financial planning is in place.
Death of a Family Member or Decision-Maker
If someone named in your plan passes away, you’ll need to appoint a replacement.
Buying or Selling Property
Significant changes in assets—such as purchasing a home—may affect how your estate is structured.
Moving to or Within Georgia
If you’ve moved, especially across state lines, your documents should be reviewed to confirm they still meet Georgia requirements.
Changes in Finances or Business Ownership
Your estate plan should reflect your current financial picture.
You should consider an update if you:
- Start or sell a business
- Acquire new investments or assets
- Experience a major financial shift
This is a common reason clients in Peachtree City revisit their estate planning—to ensure their documents match their real-world situation.
When Caregiving Responsibilities Change
If you begin caring for an aging parent or supporting a loved one, your estate plan may need to be adjusted.
You may need to:
- Update powers of attorney
- Adjust decision-making roles
- Plan for shared responsibilities
Healthcare planning becomes especially important in these situations. You can learn more about Healthcare Directives here.
Special Needs Planning Considerations
If your family includes a child or dependent with special needs—or if those needs develop over time—your estate plan should be reviewed carefully.
In many cases, this involves adding or updating a trust to protect benefits and provide long-term support.
You can explore Special Needs Trusts here.
What Happens If You Don’t Update Your Estate Plan?
An outdated estate plan can create many of the same problems as having no plan at all.
It may:
- Name the wrong people in key roles
- Distribute assets in ways you no longer intend
- Create confusion or delays for your family
Estate planning only works when it reflects your current life—not the life you had years ago.
How Do You Know If Your Plan Still Works?
If you’re asking that question, it’s probably time for a review.
Even small updates—like changing a decision-maker or updating a document—can make a meaningful difference in how your plan functions when it’s needed.
If you want to revisit the foundation of your plan, you can explore Estate Planning here.
A Simple Step That Keeps Your Plan Working
For most families in Peachtree City, Fayette County, and across South Atlanta, estate planning isn’t about constant changes—it’s about staying current.
A quick review after major life events, plus a periodic check-in every few years, is usually enough to keep your plan aligned with your goals.
Talk With an Estate Planning Attorney
If you already have an estate plan and aren’t sure whether it still fits your situation, it may be time for a review.
Capstone Law works with individuals and families across South Atlanta to update estate plans so they remain clear, practical, and ready when needed.





