Birthdays Aren’t Just About Cake—They’re About Milestones
As we blow out candles and celebrate another year around the sun, birthdays often prompt us to reflect on the past and look ahead to the future. But beyond gifts and greetings, your birthday can also be a powerful reminder to take care of something many people overlook: your estate plan.
Whether you’re turning 30, 50, or 75, your birthday is the ideal annual nudge to review, update, or create an estate plan that reflects your current life, wishes, and goals.
Why Estate Planning Should Be a Birthday Tradition
Many people delay estate planning because it feels overwhelming or they assume it’s only for the elderly or wealthy. In reality, it’s for anyone who wants to protect their loved ones, assets, and legacy—no matter their age.
Here’s why your birthday is a great time to take action:
✅ You’re Already Reflecting
Birthdays naturally inspire reflection. While you’re considering life goals and personal growth, it’s the perfect moment to think about how your estate plan aligns with those priorities.
✅ Life Changes Happen Fast
A year can bring major life changes—marriage, divorce, a new child, retirement, or the loss of a loved one. Your estate plan needs to reflect these updates to remain valid and effective.
✅ It’s Easy to Remember
Scheduling an annual estate plan review around your birthday creates a built-in reminder. No sticky notes or calendar alerts needed—just a simple routine that protects your future.
What Should You Review on Your Birthday?
Here’s a helpful Estate Planning Birthday Checklist to guide your annual review:
✅ Will or Trust
Does it still reflect your current wishes?
✅ Beneficiaries
Are your listed beneficiaries up-to-date?
✅ Guardians
If you have children, are the named guardians still the best choice?
✅ Power of Attorney
Are your health and financial agents still trustworthy and available?
✅ Assets
Have you acquired or sold property, investments, or insurance policies?
✅ Business Interests
If you own a business, do you have a succession plan in place?
✅ Digital Assets
Have you added new online accounts or subscriptions?
The Missed Birthday Review
Take the case of Lisa, a 52-year-old business owner who hadn’t reviewed her estate plan in over a decade. On her birthday, she realized her children were now adults, her business had grown substantially, and the friend she once named as her healthcare agent had moved overseas.
Had she passed unexpectedly, her outdated plan could have led to costly legal disputes and stress for her family. Instead, that birthday review allowed her to update everything—and gave her peace of mind.
The Gift You Give Yourself (and Your Loved Ones)
Your birthday is about celebrating life. What better way to honor that than by making sure your loved ones are protected, your wishes are clear, and your legacy is secure?
An updated estate plan isn’t just a legal document—it’s a gift of clarity, comfort, and control.
Ready to Revisit Your Estate Plan?
Whether you need to draft a new plan or simply review your existing one, our firm is here to help. We’ll guide you through the process with clarity, compassion, and legal expertise you can trust.
🎁 Give yourself the gift of peace of mind this birthday.
📞 Call us today to schedule your estate planning check-up, or
📅 Book a consultation online — your future self will thank you.