Seven Reasons to Update Your Will

Is it time to review your will? 

There are seven common reasons that  warrant an update to a will, trust or other estate planning documents we categorize them as: people, charitable relationships, career, assets, location, tax law and time. 

Do any of these apply to you?

1. People

• Have you or your children recently married, remarried or divorced?
• Have you gained family members either through birth, adoption or marriage?
• Do you need to determine a trusted guardian for your children?  
• Have you experienced the death of someone dear to you?  
• Have you or your loved ones experienced a life-altering injury or illness?
• Are you concerned about the financial maturity of your heirs?  
• Is there an executor, guardian or other personal representative named in your plan who is no longer available or suitable to serve? 

2. Charitable Relationships

• Does your will reflect your Christian values and priorities?
• Have you become more involved in your church or a particular ministry?
• Do you support a ministry you would like to bless through your will?

3. Career

• Has your employer or income level changed?
• Do you have new business ventures?
• Have you recently retired or are you planning to retire soon?

4. Assets

• Has your estate experienced a significant increase or decrease in value?
• Have you bought, sold or moved a business?  
• Have you bought or sold property?
• Have the beneficiaries changed on your insurance
• policies or retirement assets? 

5. Location 

• Have you or those listed in your will moved?

6. Tax Law

• Have state or federal tax laws changed since you last reviewed your will?

7. Time

• Has it been more than three years since you last reviewed your will?

To learn more about giving in your will or other smart and powerful ways to support the mission of  your church please write or call:

USA

Joshua Remer 
Planned Giving Advisor 
(616) 224-5885  or email [email protected]

Canada

Roshani Morton
Director of Advancement (Canada)
[email protected] (289) 252-2773