You have annual medical checkups, but do you have an annual legal checkup? You will not likely need new documents each year, but you should conduct your own annual review. While your paperwork may have expressed your wishes or agreements as of the time it was executed, your situation may have changed. Your family, your finances and your health may have changed in the course of just a year. Some people choose to do this review during the holidays or at the beginning of a year since they will have had time with family. Others choose to do their annual review along with getting their taxes ready. Whatever timing works for you, try to make it an annual event.
Knowing that your important documents are safe, up to date and valid will give you peace of mind. Neither you nor your executor or attorney in fact will have to stress over lost or out of date documents. It does not take much time each year to ask yourself these questions and make changes if needed. Irvine Law Firm is glad to assist you with your review of your situation and/or your documents.
