Financial & Legal Bi-Annual

How to Review Your Will and Advance Directives

Time Required Varies

Difficulty Varies

DIY Skill Varies

Why It Matters

Review the date and current version of your will. Confirm that beneficiaries and personal representatives are still appropriate.

Before You Start

Gather your will, healthcare directive, financial power of attorney, beneficiary information, and other estate documents.
Review changes in family relationships, property, accounts, and wishes.
Do not assume a beneficiary designation is automatically updated by changing your will.

Step-by-Step Guide

Review the date and current version of your will.

Confirm that beneficiaries and personal representatives are still appropriate.

Review healthcare directives and powers of attorney.

Check beneficiary designations on retirement accounts, insurance, and financial accounts.

Confirm important assets and property are addressed appropriately.

Check that contact information for responsible individuals is current.

Store documents securely and make sure trusted individuals know where they are located.

Consult an estate-planning attorney when significant legal or family changes require professional advice.

Track 'Wills & Directives Review' with AruHome

Add this task to your digital maintenance schedule. Get automatic reminders, log your completion dates, and store receipts.

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Common Mistake to Avoid

Rushing through the process or using the wrong tools. Always use appropriate gear and follow recommended guidelines.

Frequently Asked Questions

What is a healthcare directive?

Also known as a living will, it specifies your wishes regarding life support and names a proxy to make medical decisions for you if you become incapacitated.

How to Review Your Will and Advance Directives

Why It Matters

Before You Start

Step-by-Step Guide

Review the date and current version of your will.

Confirm that beneficiaries and personal representatives are still appropriate.

Review healthcare directives and powers of attorney.

Check beneficiary designations on retirement accounts, insurance, and financial accounts.

Confirm important assets and property are addressed appropriately.

Check that contact information for responsible individuals is current.

Store documents securely and make sure trusted individuals know where they are located.

Consult an estate-planning attorney when significant legal or family changes require professional advice.

Track 'Wills & Directives Review' with AruHome

Common Mistake to Avoid

Frequently Asked Questions

What is a healthcare directive?

Related Maintenance Tasks

Take control of your home

How to Review Your Will and Advance Directives

Why It Matters

Before You Start

Step-by-Step Guide

Review the date and current version of your will.

Confirm that beneficiaries and personal representatives are still appropriate.

Review healthcare directives and powers of attorney.

Check beneficiary designations on retirement accounts, insurance, and financial accounts.

Confirm important assets and property are addressed appropriately.

Check that contact information for responsible individuals is current.

Store documents securely and make sure trusted individuals know where they are located.

Consult an estate-planning attorney when significant legal or family changes require professional advice.

Track 'Wills & Directives Review' with AruHome

Common Mistake to Avoid

Frequently Asked Questions

What is a healthcare directive?

Related Maintenance Tasks

How to Review Your Credit Reports

How to Update Your Home Property Inventory

Take control of your home