Russ Cook & Associates, PC
view our Practice areas

How do I know if it's time to review my estate plan?

Too many people make the mistake of thinking that estate planning is a one-time task. However, in reality, creating an estate plan is only part of the process. You must also review your plans periodically to be sure that they continue to protect your wishes and assets.

With this in mind, you should be aware of some important events that should prompt a review of your estate plan. These events can affect anyone, but it is easy to overlook the impact they have on wills, trusts and other planning elements, so it is crucial to have some awareness.

Changes in family members and relationships

Estrangements, reconciliations, marriages, divorce, births and deaths can have a considerable impact on an estate plan. These events may change whom you trust, whom you want to pass property to and whom you wish to protect, so it is important to review your plan in light of changes in your personal, professional and familial relationships.

Shifts in your financial status

Losing or gaining a substantial amount of money can certainly affect your estate plans. If you receive real property, inheritances, gifts or other major assets, you may want to think about setting up or making changes to a trust. If your estate has decreased in value, you may want to revisit your plans for inheritances or charitable contributions.

Changes in your personal or spiritual wishes

Your own approach to estate planning can change over time. Perhaps you decide that you'd rather not leave your children large sums of money and instead set up a charitable trust. You might also change how you feel about life-saving medical efforts, religious guidance and/or funeral arrangements. Reviewing your estate plan gives you the opportunity to make changes and be certain that it reflects your current beliefs.

Under any of these circumstances, adjusting your estate plan can be essential. For guidance and support on reviewing wills, trusts and other documents, you can consult an attorney.

No Comments

Leave a comment
Comment Information

What Our Clients Are Saying About Us

  • “Everyone we came in contact with was wonderful. The staff and Russ treated us like family at all times.”

    - June S.
  • “Being new to the area having moved from out of state, I was searching for an attorney to assist in elder estate planning for my mother. I was referred to Russ Cook & Associates and found the firm as a whole and Russ Cook himself to be very helpful and accommodating to my needs, as well as experienced and very knowledgeable on the matter I was seeking assistance. I would definitely recommend Russ Cook and Associates.”

    - Brad H.
  • “Mr. Cook and his staff were phenomenal to work with on my will. They are extremely professional and friendly and made the process seamless. They go above and beyond!”

    - Amber C.
  • “Russ took the time to answer my questions by email, so that I knew exactly what would take place when I visited his office and his time as well as mine was used efficiently. I appreciated his thoroughness and his professionalism, as well as that of his staff.”

    - JoAnn G.
  • “Overwhelmingly positive experience.”

    - Stephen W.
Email Us For A Response

Schedule An Initial Consultation Today

Contact us today to schedule a consultation by sending us an email or by calling 615-200-9117.
We assist clients throughout the Nashville area.

Bold labels are required.

Contact Information

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.


Privacy Policy

Brand Contact

5141 Virginia Way
Suite 220
Brentwood, TN 37027

Phone: 615-200-9117
Fax: 615-370-5938
Brentwood Law Office Map

Office Hours:
Monday: 8:00 AM – 4:30 PM
Tuesday: 8:00 AM – 4:30 PM
Wednesday: 8:00 AM – 4:30 PM
Thursday: 8:00 AM – 4:30 PM
Friday: 8:00 AM – 4:30 PM

Summer Hours Office:
8:00 AM - 1:00 PM on Fridays
May 24th Through August 30th

Map Image