A: Possibly! An estate plan created 20 years ago may not reflect changes in your family, assets, goals, or current laws. It’s a good idea to review your trust every few years and after major life events such as births, deaths, marriages, divorces, or significant financial changes. A periodic review with an experienced estate planning attorney can help ensure your plan still works the way you intend.
Q: My spouse and I have a trust from 20 years ago. Should it be updated?
by Rose Law Firm of Napa Valley, Inc. | Jun 17, 2026 | Estate Planning, Q&A |

Categories
- Annual and Lifetime Gift Tax Exclusions (9)
- Business (11)
- Conservatorships (2)
- Español (3)
- Estate Planning (223)
- Joint Tenancy (4)
- Q&A (268)
- Succession Plan (4)
- Title and Deeds (31)
- Trust And Estate Administration (86)
Recent Posts
- Q: If I am petitioning the court to become appointed the executor, will I need to personally appear at any hearings?
- Q: I’m the trustee of my grandmother’s trust. Can I just distribute the trust assets to the beneficiaries?
- Q: Can I include my pets in my estate plan?
- Q: What is a double step-up in basis, and why is it a big deal for married couples in California?
- Q: Is estate planning only about what happens after you pass away?




