Life moves fast. A new job, a new baby, the loss of a loved one—when your world changes, your estate plan should change with it.

At Johnson/Turner, we believe estate planning isn’t just about the future—it’s about reflecting your life today. If your circumstances have shifted this year, now is the time to review and update your estate plan so it continues to protect what matters most.

Why You Should Review Your Estate Plan

Your estate plan is more than just a will or a trust—it’s a legal strategy designed to protect your family, your assets, and your wishes. When life changes, those documents need to keep up.

As Minnesota-based estate planning attorneys, we’ve seen how outdated plans can cause confusion, conflict, and even court battles. A simple annual review—or a check-in after major life events—can save your family time, money, and stress down the road.

Life Events That Should Trigger an Estate Plan Update

Here are some common reasons our Minnesota clients revisit their plans:

• Marriage or Divorce
  If your relationship status has changed, your estate documents should reflect that. This includes removing or adding beneficiaries, updating powers of attorney, and rethinking guardianship choices.

• Birth or Adoption of a Child or Grandchild
  New additions to the family often mean new priorities—especially when it comes to guardianship and financial planning.

• Loss of a Loved One
  If someone named as an executor, trustee, or beneficiary has passed, it’s time to revise your plan.

• Major Asset Changes
  Buying or selling a home, acquiring a business, or coming into an inheritance? Your estate plan should account for those assets.

• Moving to Minnesota
  Estate laws vary by state. If you’ve relocated here, make sure your documents comply with Minnesota statutes and tax laws.

• Health Changes
  A new diagnosis or evolving care needs may require updates to your healthcare directive or power of attorney.

Even if none of these apply, a full estate plan review every 3 to 5 years is a smart move to stay ahead of any legal or tax changes here in Minnesota.

What to Expect from an Estate Plan Review

At Johnson/Turner, your estate plan review is simple, clear, and built around your needs. Here’s what we’ll do:

• Review your existing documents (will, trust, powers of attorney, healthcare directive)

• Confirm all beneficiaries, guardians, and fiduciaries are up to date

• Ensure your plan complies with Minnesota estate and probate laws

• Recommend updates or upgrades to improve protection or simplicity

• Answer your questions with straightforward, practical advice

Grab Your Free 2025 Estate Plan Update Checklist

Not sure where to begin? Our 2025 Estate Plan Update Checklist is your first step. It walks you through what to look for and when to reach out for help.
📥 [Download the Checklist]

Ready to talk it through? Book a free, no-pressure Guidance Call with our estate planning team. We’ll review where things stand and help you decide what’s next.

Let’s Make Sure You’re Protected for the Year Ahead

Your life isn’t static—your estate plan shouldn’t be either. At Johnson/Turner, we help Minnesotans build estate plans that are as dynamic and thoughtful as the lives they reflect.

Let’s protect your future, your family, and your legacy—together.

Start the new year with clarity. Let’s make sure your estate plan is ready for what’s next.