Why Update Your Estate Plan?

Life events such as moving to Westchester, buying property, or changing beneficiaries require updating your estate planning documents. Keeping your estate plan current ensures your assets are distributed according to your latest wishes and complies with New York state laws.

Checklist: Key Documents to Review

• Last Will and Testament: Reflect any changes in family dynamics, beneficiary wishes, or asset distribution.
• Living Trust: Update with new properties or any change in trust allocations.
• Financial Power of Attorney: Ensure it designates someone you trust, especially if you’ve moved or acquired new assets.
• Healthcare Power of Attorney and Living Will: Confirm it reflects your current healthcare preferences and appoint a trusted decision-maker.
• Beneficiary Designations: Review all life insurance, retirement accounts, and bank accounts to ensure beneficiaries are current.
• Property Titles: Ensure titles reflect any new ownership structures, such as joint tenancy or community property rights, relevant to NY laws.

Consulting an Estate Planning Lawyer in Westchester NY

Working with an experienced estate planning lawyer in Westchester NY can simplify the process. They can provide guidance tailored to New York’s specific legal requirements and help you understand the implications of local estate taxes.

Take the Next Step

Updating your estate plan is more than just paperwork—it's peace of mind. Ensure your wishes are honored by keeping your documents up to date. For personalized advice, contact our office to schedule a consultation with our dedicated attorneys.