Updating Your Will Before the Holidays: Why Timing Matters in Pennsylvania
The holidays are often the only time of year when families gather under one roof. Between conversations and celebrations, it’s also the perfect moment to think about the future. If you already have a will, the end of the year is a smart time to make updates. If you don’t, now is the time to start. An updated will in Pennsylvania ensures your wishes are clear, your loved ones are protected, and family conflicts are minimized.
Why You Should Update Your Will Regularly
Many people create a will and then forget about it. But life changes quickly, and a will that was accurate five years ago may be out of date today. Common reasons to update your will include:
Marriage or divorce
Birth or adoption of children or grandchildren
Death of a beneficiary or executor
Buying or selling property
Starting or closing a business
Changes in financial circumstances
An outdated will can create confusion and disputes, and may not reflect your true wishes.
Why the Holidays Are the Right Time
The holidays bring families together, making it easier to:
Discuss your wishes openly with loved ones
Identify changes that need to be made to beneficiaries or guardians
Review estate planning documents while the year is wrapping up
Plan ahead before unexpected events occur
By updating your will before the holidays, you can enter the new year with peace of mind.
The Legal Process of Updating a Will in Pennsylvania
In Pennsylvania, updating your will is more than just making handwritten notes. Legally recognized methods include:
Codicil: A formal amendment that changes specific parts of your will.
Creating a new will: Often the better choice if major updates are needed.
Both options must follow Pennsylvania’s legal requirements, including proper signatures and witnesses. Working with an estate planning attorney ensures your updates are valid and enforceable.
Why Work With an Attorney?
Updating your will isn’t just about changing names on paper. An attorney can:
Make sure your will complies with Pennsylvania law
Address tax implications of your estate plan
Help you consider related documents (like powers of attorney or trusts)
Ensure your wishes are carried out exactly as intended
Conclusion
The holidays are a time for family, but they’re also a time to plan for the future. By choosing to update your will in Pennsylvania now, you’ll give your loved ones the gift of clarity and security. The estate planning team at Sutton & Lovette Law Offices is here to guide you through the process, whether you need a simple update or a complete estate plan.
