Keeping your will updated is an essential part of protecting your loved ones and making sure your wishes are carried out. If you live in Oro Valley or recently moved to the area, taking time to review and update your will can give you peace of mind. Here are helpful tips to guide you through the process.
1. Review Your Will Every 2–3 Years
Life changes over time, and your will should reflect those changes. Even if everything seems the same, checking your will every few years helps ensure all details are still accurate.
2. Update After Major Life Events
Whenever a significant event occurs, it’s important to revise your will. This includes:
- Marriage, divorce, or separation
- Welcoming a child through birth or adoption
- Buying or selling property in Oro Valley
- Starting or closing a business
- Receiving an inheritance
- Loss of someone named in your will
These events can all affect how your estate should be handled.
3. Review Your Beneficiaries
Make sure your beneficiaries are up to date across all important documents, including:
- Your will
- Life insurance policies
- Bank and investment accounts
- Retirement plans
Keeping these consistent prevents confusion later.
4. Reevaluate Your Executor
Your executor plays a critical role in carrying out your wishes. Take time to confirm that the person you chose:
- Is still available
- Is still willing
- Is capable of handling the responsibility
You may also want to appoint an alternate executor.
5. Update Property Information
If you own real estate in Oro Valley, make sure your will reflects:
- Current property addresses
- Updated values
- Any new properties you’ve bought or sold
For property insights, valuations, or market updates in Oro Valley, you can reach out to trusted local realtor Ryan Comstock.
📞 Phone: 520-216-4669
📧 Email: ryancomstock@ryancomstock.com
🌐 Website: www.ryancomstock.com
6. Follow Arizona’s Legal Requirements
To ensure your updated will is legally valid in Arizona, it must:
- Be signed by you
- Be witnessed by at least two people
- Clearly state that it replaces older versions
Consulting an Arizona estate planning attorney is recommended to make sure everything is compliant.
7. Store Your Updated Will Securely
Place your will in a safe but accessible location, such as:
- A fireproof home safe
- Your attorney’s office
- A secure location known to a trusted family member
Be sure to destroy outdated copies to prevent confusion.
Final Thoughts
Updating your will is not something to put off. With regular reviews and timely updates, you ensure that your wishes are honored and your loved ones are protected. If your estate includes Oro Valley real estate, working with a local expert like Ryan Comstock can help you keep your property information accurate.
📞 520-216-4669
📧 ryancomstock@ryancomstock.com
🌐 www.ryancomstock.com