ESTATE PLANNING RESOURCES

ResourcesUpdating documents

When should I update my estate documents?

Life changes. Documents and beneficiary forms should keep up. This page lists common review triggers and how updates work through Wills From Home鈥攚ithout claiming every event requires a new filing.

Sources checked: August 3, 2026 路 South Carolina only 路 Informational

Common review triggers

These are practical moments to reopen your plan鈥攏ot a mandatory legal deadline list:

  • Marriage, divorce, or remarriage
  • Birth or adoption of a child; a child turning 18
  • Death of a named agent, personal representative, guardian, or beneficiary
  • Moving to or from South Carolina
  • Major change in assets (home, business, large inheritance)
  • Change in who you trust to handle finances or healthcare decisions
  • Beneficiary designations at banks, brokers, or insurers that no longer match your wishes

Updating through Wills From Home

To obtain updated attorney-reviewed documents through this service, place a new order on the Documents Page with your current information. If you want to talk first, book a video consultation from the same page.

See also our FAQ on updating documents.

Don鈥檛 forget institution designations

A new will or power of attorney does not automatically rewrite bank POD forms, brokerage TOD registrations, or insurance beneficiary records. Update those with each institution when your wishes change. For questions to ask your bank or broker, see payable-on-death accounts.

Quick Q&A

When should I review my estate documents?

A practical approach is to review after major life events鈥攎arriage, divorce, new children, deaths of named people, moves, or large asset changes鈥攁nd periodically even without a big event. These are review triggers, not a legal deadline list. This page is informational only.

How do I update documents ordered through Wills From Home?

Life changes, and documents may need to change too. To obtain updated attorney-reviewed documents through Wills From Home, place a new order on the Documents Page with your current information. If you have questions first, book a video consultation from the Documents Page.

Do I also need to update bank or brokerage beneficiaries?

Yes, when those designations are outdated. Wills and packages do not automatically rewrite bank POD or brokerage TOD forms. Update those with each institution. See our payable-on-death accounts resource for questions to ask your bank or broker.

What are important limitations of this page?

This page does not create an attorney-client relationship and does not list every situation that requires a new document under South Carolina law. Tax and multi-state moves may need individualized advice. For trust-based planning changes, contact Lowcountry Legal Solutions at lowcountry.law.

Next steps

Ready to refresh your documents? Use the Documents Page to order or to book a consultation. For trust-based planning changes, visit lowcountry.law.

Important disclaimers

Wills From Home is a service of Lowcountry Legal Solutions, LLC. These public-document pages are informational only. They summarize publicly available South Carolina agency materials and are not a substitute for individualized legal, tax, or financial advice.

South Carolina only. Browsing this site or reading these resources does not create an attorney-client relationship. Limited-scope representation applies only if you order documents or book a consultation under our engagement terms.

Always verify forms, fees, and instructions on the official agency site before you file. Agency materials can change without notice on this page.

If you are unsure whether Wills From Home meets your needs, schedule a video consultation from our Documents Page.