Your estate planning—including your MyLife Documents™—should be reviewed regularly. As a rule of thumb, every five years is recommended. However, there may be circumstances that justify more regular reviews:

  • Change in relationship such as marriage, separation or divorce or entering into or ending a de facto relationship
  • Having children (including adopting or fostering)
  • The death of a proposed beneficiary or executor
  • Major events / accidents / illnesses that occur in your family
  • Major changes to your assets