A will is one of the most important legal documents you’ll ever create—but it’s not a “set it and forget it” tool. Life changes. Families evolve. Laws shift. And an outdated will can create confusion, court involvement, or unintended consequences for the people you care about most.
At Coker, Robb & Cannon, we regularly help families across Denton, Collin, Dallas, and Tarrant Counties update their estate plans to reflect new circumstances, protect their loved ones, and avoid unintended outcomes.
Here are the top five reasons to update your will.
1. You’ve Had a Major Life Change
Big life events should trigger a review of your will. This includes:
- Marriage or divorce
- The birth or adoption of a child or grandchild
- The death of a spouse, child, or other named beneficiary
- Buying or selling a home or business
- A significant change in your financial situation
These changes can dramatically affect who should inherit your property, who should serve in key roles, and how your estate should be structured. A will that once made perfect sense may no longer reflect your priorities.
2. You Moved to Texas from Another State
Estate planning laws vary by state. If your will was drafted outside Texas, it may not fully take advantage of the procedures Texas provides to make probate easier.
When you move to Texas, it’s important to have your will reviewed by a Texas-based attorney to ensure:
- It complies with Texas probate laws
- It names an executor who is eligible to serve in Texas
- Texas-specific property rules (including homestead considerations) are properly addressed
3. Your Executor or Guardian Is No Longer the Right Choice
If the person you named as executor, trustee, or guardian is no longer living, no longer capable, or no longer someone you trust, your will should be updated.
Common scenarios include:
- A previously named person has passed away or is no longer capable
- Relationships have changed
- A previously named guardian is now elderly or unable to serve
- A more appropriate person is now available (e.g., your child is now an adult)
IYour executor, trustee, and guardian play critical roles. Making sure the right people are in place can prevent conflict and ensure your wishes are carried out smoothly.
4. You Want to Change or Add Beneficiaries
Family dynamics change over time. You may want to:
- Add new grandchildren or stepchildren
- Remove an estranged relative
- Add a charitable organization or church
- Update how much each beneficiary receives
Failing to update your will could result in people receiving more—or less—than you intended, or even being left out entirely.
5. Tax Laws or Probate Rules Have Changed
Federal and Texas laws surrounding estate taxes and probate procedures change frequently. A will drafted 10+ years ago may not be optimized for:
- Current estate tax thresholds
- Changes affecting income or capital gains taxes
- Improved planning strategies to minimize court involvement
Working with an experienced estate planning attorney ensures your plan reflects current law, protects your assets, and takes advantage of modern planning options.
How Often Should You Update Your Will?
We recommend reviewing your will every 3–5 years, or any time a major life event occurs. A short consultation could save your family time, money, and emotional stress down the road.
Protect Your Family’s Future with an Updated Plan
Your will should grow with you. At Coker, Robb & Cannon, we make it easy to review and update your estate plan so it always aligns with your goals.
If you’re unsure whether your will still reflects your wishes, we’re here to help.
📞 Schedule a Will Review Today
Serving clients throughout Denton, Collin, Dallas, and Tarrant Counties, we’re ready to ensure your legacy is protected.