It’s a good idea to review your will (and trust, if you have one) at least once a year. Even if you don’t think there have been any changes, you may be surprised to see that things weren’t as you remembered, or things might have happened that would require a change.
I reviewed my will and trust and realized that I needed to get them updated due to some life changes. Let me tell you, that’s one way to realize just how many little changes can take place in a year’s time financially.
It reminded me that I needed to get some things sorted out business-wise, and that I need to be sure my husband is aware of how I handle my finances in case he needed to do them for me.
It also showed me that I have a ridiculous amount of little passwords and accounts. Despite actively trying to cut back, apparently I still have a ways to go with that.
At any rate updating your will and trust (or creating at least a will, if you don’t have one yet) is a good way to get an overview of our financial situation, and to think about what you want the future to be like.