Just as spring is a time for renewal, it’s also the perfect season to refresh and revisit your estate plan. Life doesn’t stand still—and neither should your will, trust, or probate documents. Whether you’re building your legacy or protecting your loved ones, your estate plan should reflect the life you’re living today, not the life you lived five or ten years ago.
At Comer Law Group, we help clients across Texas ensure their estate and probate documents evolve alongside them. Here are a few common life events that may require you to update your estate plan—and a few tips to keep your plan blooming.
New to Comer Law Group? We’re a dedicated group of experienced and highly credible legal professionals, proudly representing clients all across Texas. From our Dallas and Frisco offices, we have a commitment to excellence and a client-centered approach. Comer Law Group provides expert legal services tailored to meet the unique needs of our clients. With our knowledge and case-winning strategies, our team is committed to achieving justice and securing the best possible results for our clients. To become a client, visit the Comer Law Group website, or call us directly at 1 888 387 0650.
🌸 Life Events That Call for an Estate Plan Refresh
If any of the following events have occurred in your life, it’s time to have a professional revisit your estate documents:
1. Marriage or Divorce
A new spouse or the end of a marriage has significant legal implications. From changing beneficiaries to updating powers of attorney, these changes must be proactively reflected in your estate plan.
2. Birth or Adoption of a Child or Grandchild
Wills and trusts often name guardians while setting up inheritance structures. A new addition to your family is a wonderful reason to review your documents.
3. Loss of a Loved One
In the event that a named executor, trustee, or beneficiary passes away, your estate plan should be updated to appoint someone new or redirect assets.
4. A Major Financial Change
Receiving an inheritance, selling a business, or buying real estate can shift the financial foundation of your estate—and your planning needs.
5. A Move to a New State
Estate and probate laws vary from state to state. If you’ve recently relocated, your documents should comply with your new state’s laws—especially Texas-specific guidelines.
6. Changes in Health
As health declines, it becomes more important to have an up-to-date medical directive, power of attorney, and clear instructions in place. While these conversations can be tough, discussing them early will ease the burden on loved ones down the road.
DIY tools miss the nuances of state law. A Texas-based legal team like Comer Law Group ensures your estate plan is personalized, valid, and strategically designed.
🌷 Spring Cleaning Tips for Estate Planning
Ready to refresh your plan? Comer Law Group is the premiere choice for Texas residents as they craft their wills and estate plans. Here is what our experts suggest:
✅ Review Your Beneficiaries
Check your will, retirement accounts, and insurance policies. Make sure the listed beneficiaries still reflect your wishes.
✅ Simplify with a Trust
If you haven’t already, consider establishing a revocable living trust. It can help avoid probate and keep your affairs private.
✅ Update Powers of Attorney
Designate someone you trust to make financial and medical decisions on your behalf if you’re unable to do so.
✅ Communicate with Loved Ones
Let your family know where your documents are stored and what to expect. Transparency today prevents confusion tomorrow.
✅ Consult with an Estate Planning Attorney
DIY tools miss the nuances of state law. A Texas-based legal team like Comer Law Group ensures your estate plan is personalized, valid, and strategically designed.
Your estate plan should reflect the life you’re living today, not the life you lived five or ten years ago.
🌼 Start Fresh with Comer Law Group
Spring is more than a season—it’s a reminder that there’s no time like the present to protect what matters most. Whether you’re creating your first estate plan or updating an existing one, Comer Law Group is here to guide you with clarity, care, and experience.
Ready to spring into action? Contact us today to schedule a consultation and take the next step toward peace of mind. Visit the Comer Law Group website, or call 1 888 387 0650.
