Life changes—and your will should change with it. Whether you’ve moved to Tucson, experienced a major life event, or simply haven’t reviewed your documents in years, updating your will ensures that your wishes are clearly protected. Here are helpful tips to guide you through the process.
1. Review Your Will Regularly
Experts recommend reviewing your will every 2–3 years. Even if nothing major has changed, a quick review helps ensure that everything still matches your current wishes and circumstances.
2. Update After Major Life Events
Certain life events require immediate updates, such as:
- Marriage or divorce
- Birth or adoption of a child
- Buying or selling property
- Starting a business
- Receiving an inheritance
- Death of a family member or executor
These changes can significantly affect how your assets should be distributed.
3. Revisit Beneficiaries
Make sure your beneficiary designations in your will, insurance policies, and retirement accounts match. Some people update one document and forget the others, creating conflicts later.
4. Reassess Your Executor
Your executor is responsible for carrying out your wishes. Review whether:
- They are still able and willing to serve
- They live close enough to handle responsibilities
- You need a backup executor
Choosing the right person is crucial for a smooth process.
5. Update Property Information
Tucson real estate is constantly changing. If you’ve moved, purchased a new home, or sold a property, make sure your will reflects:
- Current addresses
- New investments
- Any real estate you now own (or no longer own)
If you need guidance on Tucson property valuations or market updates, Realtor Ryan Comstock can help.
📞 Phone: 520-216-4669
📧 Email: ryancomstock@ryancomstock.com
🌐 Website: www.ryancomstock.com
6. Make It Legally Valid
For your updated will to be valid in Arizona, it must:
- Be signed
- Be witnessed by at least two people
- Clearly revoke previous versions
Consulting a licensed Arizona estate attorney is the best way to ensure your updates are legally correct.
7. Store the Updated Will Safely
After updating, keep your will in a secure but accessible place, such as:
- A fireproof safe
- An attorney’s office
- With someone you trust
And don’t forget to destroy outdated copies to avoid confusion.
Final Thoughts
Updating your will is an essential part of protecting your loved ones and preserving your wishes. By reviewing it regularly and making changes after major life events, you ensure peace of mind for the future.
If you’re planning to buy or sell property in Tucson as part of your estate planning, reach out to local real estate expert Ryan Comstock for guidance.
📞 520-216-4669
📧 ryancomstock@ryancomstock.com
🌐 www.ryancomstock.com