• Births, deaths, marriages or divorces in your immediate family;
• Individuals named in your estate planning documents have died or become permanently disabled;
• Children or other individuals named in your estate planning documents have matured (no longer dependent) or developed personal or financial issues that could affect their ability to prudently use or handle an inheritance;
• The value of your assets has significantly increased or diminished;
• You have acquired real estate or other assets that are not titled in the name of your trust or disposed of properly by your trust or will documents;
• You have purchased additional life insurance coverage;
• There are persons not named in your estate planning documents for whom you would like to make provisions;
• There are specific gifts in your estate planning documents that you would like to increase, decrease or delete;
• There is property specifically given by your estate planning documents that has been sold, lost or otherwise disposed;
• You have made large gifts or loans to any persons who are beneficiaries under your estate planning documents; 
• You wish to change your named personal representative, trustee, patient advocate or guardian; and
• It has been more than five years since your estate plan has been reviewed.