• Ruth-Ann E. Toups

Back to School is a Great Time to Revisit Your Will (or Get One)

The truth is, any time is a good time to revisit your will or get a will done for the first time. It’s always good to be prepared. Still, getting your family ready for the fall makes back-to-school one of the best times to visit with your attorney about your will for three reasons.


1. You are in a to-do list mindset.


Let’s face it, the end of summer is the end of lazy Saturdays by the pool and the reintroduction of our structured fall routines. You’ve bought your kids’ school supplies and new shoes. You may have upgraded to a new SUV. You’ve registered for dance classes and baseball. You’ve bought new backpacks and all gotten fresh haircuts. Add your estate plan to that to-do list. It’s one more phone call to make and one more appointment to squeeze in, but you are in the season of preparation. So, lean into that season and protect your family.


2. The back-to-school season is the calm before the holiday storm.


One of the biggest myths we believe is that next month or next week our lives will slow down and we can wait to take care of that looming need tomorrow. Life is just busy. Still, the first day of school to New Year’s is an especially busy time. Between football season and Thanksgiving there is constantly a family get-together to plan for, or a holiday meal to prepare. Anything in the entire month of December takes a back seat to winter recitals, holiday parties, Hanukkah and Christmas. Before you get wrapped up in all the holiday business, get your estate plan completed. It can take as little as two thirty minute meetings with your attorney to get your will and important documents in order. The best gift you can give your family is peace and security.

3. Things change in the summer.


There is something about the summertime that brings new people into our lives. Maybe it’s because it’s wedding season or just because people have more time to spend together? Families can change during the summer. Whether you are changing jobs, moving, welcoming a new baby, or starting a marriage, change means you need to revisit your will. If you got caught up in the excitement of what’s new in your life, the end of the summer is a great time to come down from the summer high and make sure you have practical steps in place to support and secure your growing family.


Any time is a good time to revisit your will, but back to school is a great time to get it done. You are in the mentality of getting things ready before the hectic fall, add one phone call to your attorney to discuss your will. Don’t put off planning your estate. Get it done before your family goes back to school.

31 views0 comments