Spring is all about fresh starts—decluttering your space, deep-cleaning your home, and getting life in order. But while you’re dusting off shelves, why not tidy up something even more important? Yep, your estate plan. Whether you’re just getting started or need to make a few updates, now is the perfect time to make sure your future is set up exactly how you want it.

1. Check Your Will and Trusts

Life happens—maybe you got married, had a kid, or finally bought that dream house. If your will or trusts don’t reflect these big life changes, it’s time for an update. Make sure everything is current, so your loved ones are taken care of just the way you intended.

2. Refresh Your Beneficiary Designations

Your 401(k), life insurance, and other financial accounts have designated beneficiaries. But are they still the right ones? A quick check ensures that your assets go to the right people, not an ex or a long-forgotten friend from college.

3. Update Your Power of Attorney and Healthcare Directives

Who’s making financial or healthcare decisions for you if you can’t? If your designated person isn’t someone you’d trust with your Netflix password, it’s probably time for a change.

4. Organize and Secure Your Important Docs

Ever spent 20 minutes looking for a password? Now imagine your family searching for your estate plan. Keep your key documents in one safe place and let your trusted peeps know where to find them. Bonus points for going digital with a secure, password-protected backup.

5. Take Stock of Your Assets

From savings accounts to crypto and even that vintage sneaker collection—know what you have and where it is. A simple inventory now saves your loved ones a huge headache later.

6. Think About Taxes

Nobody likes talking taxes, but smart planning now can save you (and your heirs) some serious cash. A quick check-in with an estate pro can help you optimize your strategy, whether it’s setting up a trust or making tax-friendly gifts.

7.Talk It Out with Your Fam

Estate planning isn’t just for Boomers—it’s about making life easier for the people you love. Having open convos now can prevent drama and confusion later. Plus, it’s a good excuse to check in with your parents about their plans too.

8. Get a Pro’s Advice

Laws change, and what worked five years ago might not work now. A quick chat with an estate planning lawyer can make sure everything is legally airtight and working in your favor.

Spring cleaning isn’t just about decluttering your home—it’s about simplifying your life. Taking a little time now to refresh your estate plan means peace of mind for the future. So grab a coffee, put on your favorite playlist, and get to work. Your future self (and your loved ones) will thank you!

Disclaimer: The information provided in this article does not, and is not intended to, constitute legal advice and is for general informational purposes only.