Updating Your Documents After Marriage or Divorce

Should I create my Estate Plan documents before or after I get married?

The decision is personal and depends on your circumstances. Consider the following options:

Before Marriage

  • Advantages: Ensures an estate plan is in place sooner.
  • Requirements: Must update, reprint, and re-sign documents after marriage and any name changes.

After Marriage

  • Advantages: Only need to print and sign documents once.
  • Disadvantages: No estate plan in place until after marriage.

I'm recently married and already have Estate Plan documents—what do I do?

For those who marry after creating an Estate Plan, it's critical to update the plan to reflect your marital status. While state laws may offer automatic adjustments, they might not fully represent your wishes. Trust & Will users should contact us for help transitioning to a married account.

I'm recently divorced—do I need to update my documents?

Divorce can significantly affect the validity and applicability of your existing Estate Plan concerning your ex-spouse. The impact varies by state laws and circumstances. Trust & Will users are advised to contact us for assistance in updating their documents.

What happens if I don't update my documents after marriage or divorce?

Neglecting to update your Estate Plan following marriage or divorce could lead to state laws determining the fate of your estate, potentially against your wishes. It is essential to review and update your plan to ensure it accurately reflects your current situation and intentions.

 

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