Which events make an old estate plan outdated?

Marriage, divorce, birth, death, health or conflict changes family purpose and roles. A property purchase, business sale, new bank, financing or move adds new titles and procedures.

A change of director, executor, attorney, trustee, protector, custodian or provider may break the activation route even if the principal document remains unchanged.

A useful review checks more than the date of the will. It updates the owner, source, evidence maturity, institution procedure and next action. An unknown area does not receive a green status.

The review leaves three immediate actions and completion evidence. This turns the plan into an operating system rather than an endless list of intentions.