Regularly, and whenever something changes: a marriage or separation, a new child or grandchild, buying or selling a property or business, a move to another province, or a change in your wishes. Check your beneficiary designations at the same time.
When should I update my estate plan?
Reviewed by Garrett Agencies Ltd., October 2026. How we write
Spot a mistake? Tell us and a licensed advisor will check it. Email compliance@garrett.ca
More about tax and estate planning
Pass on what you’ve built the way you intend, with fewer taxes and delays along the way.
More questions about tax and estate planning
A question about your coverage? Ask us.
No obligation. We’ll tell you plainly what we think, including when you already have what you need.